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
51
$5.14M 0.43%
171,495
-407,341
52
$5.04M 0.42%
207,880
+207,630
53
$4.91M 0.41%
+48,324
54
$4.91M 0.41%
127,667
+127,529
55
$4.76M 0.4%
63,627
-4,254
56
$4.74M 0.4%
206,445
+30,365
57
$4.67M 0.39%
41,401
-2,772
58
$4.4M 0.37%
89,398
-9,966
59
$4.28M 0.36%
218,296
-25,086
60
$4.14M 0.35%
88,879
-60,252
61
$3.9M 0.33%
160,245
-14,299
62
$3.77M 0.31%
117,138
-9,954
63
$3.59M 0.3%
43,067
+4,620
64
$3.54M 0.3%
33,252
-3,676
65
$3.49M 0.29%
9,842
-614
66
$3.46M 0.29%
54,022
-3,573
67
$3.27M 0.27%
127,586
-8,815
68
$3.26M 0.27%
53,804
+47,035
69
$3.23M 0.27%
48,290
-7,208
70
$3.15M 0.26%
77,723
+18,588
71
$3.09M 0.26%
63,876
-4,760
72
$2.78M 0.23%
122,731
-5,958
73
$2.75M 0.23%
114,191
-9,929
74
$2.65M 0.22%
45,639
+43,587
75
$2.64M 0.22%
94,920
+21,465
1 2
3
4 5