ACM

Aviance Capital Management Portfolio holdings

AUM $668M
1-Year Est. Return 6.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.23M
3
+$1.89M
4
CHL
China Mobile Limited
CHL
+$1.61M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.57M

Top Sells

1
+$5.7M
2
+$1.99M
3
+$1.89M
4
MCD icon
McDonald's
MCD
+$1.73M
5
PPL icon
PPL Corp
PPL
+$1.61M

Sector Composition

1 Communication Services 10.47%
2 Energy 10.1%
3 Industrials 8.61%
4 Healthcare 5.97%
5 Technology 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+55
452
$1K ﹤0.01%
27
-2,750
453
$1K ﹤0.01%
47
-5,188
454
$1K ﹤0.01%
+37
455
$1K ﹤0.01%
+25
456
$1K ﹤0.01%
+17
457
$1K ﹤0.01%
+30
458
$1K ﹤0.01%
+187
459
$1K ﹤0.01%
+69
460
$1K ﹤0.01%
+569
461
$1K ﹤0.01%
+36
462
$1K ﹤0.01%
29
-33,408
463
$0 ﹤0.01%
+15
464
$0 ﹤0.01%
+13
465
$0 ﹤0.01%
1
-10,565
466
$0 ﹤0.01%
+8
467
– –
-10,000
468
$0 ﹤0.01%
1
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469
$0 ﹤0.01%
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470
$0 ﹤0.01%
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471
$0 ﹤0.01%
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472
$0 ﹤0.01%
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473
– –
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474
$0 ﹤0.01%
2
-23,646
475
$0 ﹤0.01%
+5
16 17 18
19
20