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
$1.97B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$2.73M
2 +$2.19M
3 +$2.07M
4
DRI icon
Darden Restaurants
DRI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.78M

Sector Composition

1 Energy 10.7%
2 Communication Services 9%
3 Technology 7%
4 Industrials 5.63%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$11.2M 0.57%
456,985
+456,530
52
$9.64M 0.49%
163,114
+159,639
53
$9.37M 0.48%
477,957
+459,684
54
$8.69M 0.44%
165,987
+89,353
55
$7.6M 0.39%
167,463
+166,974
56
$7.3M 0.37%
61,422
+44,195
57
$6.84M 0.35%
781,389
+702,768
58
$6.59M 0.33%
145,147
+133,001
59
$6.32M 0.32%
391,056
+364,119
60
$5.72M 0.29%
176,452
+153,966
61
$5.54M 0.28%
383,399
+368,644
62
$5.44M 0.28%
72,412
+65,029
63
$5.28M 0.27%
92,071
+81,729
64
$5.21M 0.26%
67,486
+61,565
65
$4.93M 0.25%
159,290
+147,970
66
$4.48M 0.23%
49,341
+48,505
67
$4.13M 0.21%
82,940
+74,185
68
$4.03M 0.21%
73,228
+70,824
69
$4.03M 0.2%
208,257
+206,724
70
$3.81M 0.19%
35,672
+32,232
71
$3.71M 0.19%
+286,404
72
$3.71M 0.19%
56,475
+45,678
73
$3.62M 0.18%
135,844
+122,121
74
$3.57M 0.18%
42,098
+40,626
75
$3.52M 0.18%
+66,853