ACM

Aviance Capital Management Portfolio holdings

AUM $668M
1-Year Est. Return 6.48%
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
+$2.58M
2
+$2.22M
3
+$1.89M
4
CHL
China Mobile Limited
CHL
+$1.68M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.64M

Top Sells

1
+$5.76M
2
+$2.05M
3
+$1.97M
4
MCD icon
McDonald's
MCD
+$1.71M
5
PPL icon
PPL Corp
PPL
+$1.59M

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
26
$2.04M 1.19%
88,198
+31,357
27
$1.99M 1.16%
28,628
-663
28
$1.99M 1.16%
11,812
+11,275
29
$1.95M 1.14%
52,224
-6,139
30
$1.88M 1.09%
37,358
-483
31
$1.85M 1.08%
78,933
-3,355
32
$1.79M 1.04%
54,173
+6,570
33
$1.76M 1.03%
22,898
-1,061
34
$1.71M 1%
26,454
-689
35
$1.68M 0.98%
+29,755
36
$1.64M 0.96%
+44,332
37
$1.63M 0.95%
168,535
-2,898
38
$1.61M 0.94%
66,056
+51,202
39
$1.57M 0.92%
31,571
-317
40
$1.56M 0.91%
137,810
+31,799
41
$1.54M 0.89%
35,983
-4,443
42
$1.53M 0.89%
104,540
-14,216
43
$1.47M 0.86%
55,160
-5,736
44
$1.47M 0.85%
+29,484
45
$1.46M 0.85%
17,874
-350
46
$1.4M 0.81%
54,790
-8,135
47
$1.33M 0.78%
79,610
-6,286
48
$1.28M 0.74%
35,879
-1,397
49
$1.25M 0.73%
15,663
-1,910
50
$1.16M 0.67%
6,853
+5,324
1
2
3 4 5