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
51
$14.9M 0.52%
+664,977
52
$13.9M 0.49%
+203,474
53
$13.8M 0.48%
500,516
+403,548
54
$13.6M 0.48%
+307,906
55
$13.4M 0.47%
+188,419
56
$13.1M 0.46%
+209,381
57
$13M 0.46%
+239,230
58
$12.6M 0.44%
+159,077
59
$12.6M 0.44%
+262,263
60
$12.6M 0.44%
+366,654
61
$12.2M 0.43%
+278,992
62
$11.9M 0.42%
+168,833
63
$11.8M 0.42%
+539,876
64
$11.6M 0.41%
161,612
+161,601
65
$11.4M 0.4%
+235,075
66
$11.4M 0.4%
91,742
+91,350
67
$11.3M 0.4%
+193,784
68
$11.3M 0.39%
+114,252
69
$10.9M 0.38%
+122,235
70
$10.5M 0.37%
+218,279
71
$10.4M 0.37%
+237,942
72
$10M 0.35%
+387,050
73
$9.8M 0.34%
+208,002
74
$9.56M 0.34%
+334,562
75
$9.24M 0.32%
+128,418
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3
4 5