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
51
$1.13M 0.66%
68,214
-157
52
$862K 0.5%
26,906
+9,766
53
$845K 0.49%
34,783
-6,842
54
$762K 0.44%
15,665
-3,363
55
$761K 0.44%
11,478
+3,654
56
$736K 0.43%
10,928
-320
57
$712K 0.41%
80,048
+25,909
58
$633K 0.37%
24,368
-52,822
59
$627K 0.36%
10,832
+3,390
60
$577K 0.34%
10,269
+6,179
61
$548K 0.32%
+13,255
62
$540K 0.31%
1,387,200
-116,840
63
$535K 0.31%
109
-12
64
$529K 0.31%
5,497
-17,721
65
$528K 0.31%
12,628
-180
66
$523K 0.3%
7,602
+3,280
67
$516K 0.3%
5,699
+80
68
$511K 0.3%
14,245
-6,714
69
$509K 0.3%
12,324
+86
70
$507K 0.3%
7,779
-34
71
$465K 0.27%
7,020
-30
72
$451K 0.26%
1,648
+430
73
$450K 0.26%
5,956
-19,374
74
$441K 0.26%
9,854
+52
75
$411K 0.24%
6,441
-3,858
1 2
3
4 5