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
$1.2B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$20.3M
3
+$14M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.8M
5
SPG icon
Simon Property Group
SPG
+$12.5M

Top Sells

1
+$22.2M
2
+$16.5M
3
+$14.6M
4
CVX icon
Chevron
CVX
+$14.3M
5
DVY icon
iShares Select Dividend ETF
DVY
+$14.1M

Sector Composition

1 Communication Services 5.46%
2 Energy 5.32%
3 Real Estate 5.15%
4 Technology 3.99%
5 Materials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.97%
479,587
-368,382
27
$11.4M 0.95%
85,080
-3,153
28
$10.9M 0.91%
63,608
+6,288
29
$10M 0.84%
243,643
+109,364
30
$9.96M 0.83%
130,443
-10,596
31
$9.95M 0.83%
568,732
+238,517
32
$9.4M 0.79%
96,154
-144,111
33
$8.76M 0.73%
232,206
-25,725
34
$8.74M 0.73%
149,326
+33,003
35
$8.7M 0.73%
349,669
-39,787
36
$8.45M 0.71%
359,528
+256,479
37
$8.24M 0.69%
+58,826
38
$8.16M 0.68%
684,216
-77,609
39
$8.06M 0.67%
128,659
-8,875
40
$7.87M 0.66%
103,669
+94,774
41
$7.54M 0.63%
141,777
+122,172
42
$7.5M 0.63%
327,515
-21,636
43
$6.9M 0.58%
127,538
-43,451
44
$6.78M 0.57%
136,297
+118,111
45
$6.32M 0.53%
76,044
-10,574
46
$6.09M 0.51%
58,475
-6,580
47
$5.92M 0.49%
46,836
-113,308
48
$5.71M 0.48%
101,726
+86,671
49
$5.64M 0.47%
80,366
-44,305
50
$5.3M 0.44%
153,931
-6,569
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