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
$2.85B
AUM Growth
+$2.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$145M
3
+$139M
4
NFLT icon
Virtus Newfleet Multi-Sector Bond ETF
NFLT
+$123M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$122M

Top Sells

1
+$20.1M
2
+$10.1M
3
+$3.35M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.08M
5
WMT icon
Walmart
WMT
+$2.53M

Sector Composition

1 Energy 4.09%
2 Communication Services 3.85%
3 Consumer Staples 3.35%
4 Financials 2.44%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.2M 0.99%
+594,626
27
$27.5M 0.96%
+1,070,108
28
$27.4M 0.96%
+1,246,057
29
$26.7M 0.94%
+466,355
30
$25.8M 0.91%
+1,051,506
31
$25.5M 0.89%
+607,557
32
$24.8M 0.87%
314,062
+310,788
33
$24.2M 0.85%
+426,530
34
$24.2M 0.85%
+1,262,961
35
$24.2M 0.85%
+527,767
36
$24.1M 0.85%
223,595
+40,795
37
$24M 0.84%
+847,242
38
$23.6M 0.83%
+745,444
39
$23.2M 0.81%
+1,105,431
40
$21.8M 0.77%
+215,970
41
$21.7M 0.76%
+487,548
42
$21.3M 0.75%
+322,153
43
$21.3M 0.75%
+1,085,055
44
$19.4M 0.68%
+652,609
45
$18.9M 0.66%
+259,201
46
$18.8M 0.66%
+98,227
47
$18.5M 0.65%
+248,724
48
$16.5M 0.58%
349,637
+284,895
49
$15.8M 0.55%
+307,777
50
$14.9M 0.52%
+441,338
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