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
$188M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$1.31M
3
+$1.31M
4
LO
LORILLARD INC COM STK
LO
+$1.3M
5
CHL
China Mobile Limited
CHL
+$1.29M

Top Sells

1
+$1.88M
2
+$1.87M
3
+$1.65M
4
DE icon
Deere & Co
DE
+$1.55M
5
EMC
EMC CORPORATION
EMC
+$1.31M

Sector Composition

1 Energy 12.45%
2 Communication Services 10.81%
3 Industrials 7.38%
4 Consumer Staples 5.08%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.17%
75,571
-2,206
27
$2.18M 1.16%
25,071
-322
28
$2.15M 1.15%
17,227
-234
29
$2.11M 1.12%
11,426
-386
30
$2.04M 1.09%
92,715
+4,517
31
$1.99M 1.06%
52,643
-1,530
32
$1.96M 1.05%
48,393
-3,831
33
$1.96M 1.04%
21,580
-1,318
34
$1.88M 1%
36,771
-587
35
$1.87M 1%
79,632
-11,477
36
$1.81M 0.96%
25,771
-683
37
$1.8M 0.96%
35,578
+25,724
38
$1.79M 0.95%
36,881
+23,626
39
$1.67M 0.89%
137,909
+99
40
$1.64M 0.87%
65,618
-438
41
$1.48M 0.79%
30,948
-623
42
$1.43M 0.76%
28,654
-830
43
$1.43M 0.76%
35,195
-684
44
$1.42M 0.76%
53,931
-1,229
45
$1.31M 0.7%
68,627
+68,480
46
$1.31M 0.7%
+24,055
47
$1.26M 0.67%
79,418
-25,122
48
$1.2M 0.64%
21,082
+20,744
49
$1.19M 0.64%
99,552
+99,512
50
$1.17M 0.62%
6,292
-561
1
2
3 4 5