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
476
$0 ﹤0.01%
21
-4,500
477
– –
-338
478
$0 ﹤0.01%
+13
479
$0 ﹤0.01%
+40
480
– –
-3,583
481
$0 ﹤0.01%
+18
482
– –
-10,000
483
$0 ﹤0.01%
1
-541
484
$0 ﹤0.01%
+12
485
$0 ﹤0.01%
+34
486
– –
-5,361
487
$0 ﹤0.01%
+99
488
$0 ﹤0.01%
+1
489
$0 ﹤0.01%
+5
490
$0 ﹤0.01%
+2
491
$0 ﹤0.01%
+3
492
$0 ﹤0.01%
5
-55,030
16 17 18 19
20