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
76
$407K 0.24%
4,648
-84
77
$404K 0.24%
5,875
+201
78
$399K 0.23%
5,144
+1,493
79
$399K 0.23%
9,188
-245
80
$399K 0.23%
7,606
-27,154
81
$383K 0.22%
7,575
-303
82
$382K 0.22%
21,577
-1,899
83
$377K 0.22%
5,482
-2
84
$376K 0.22%
9,742
-44
85
$374K 0.22%
9,055
-119
86
$369K 0.21%
21,700
-3,164
87
$366K 0.21%
21,694
-2,617
88
$361K 0.21%
10,513
-5,482
89
$361K 0.21%
4,270
-18
90
$355K 0.21%
6,584
-82
91
$355K 0.21%
4,502
+1,191
92
$354K 0.21%
5,965
-99
93
$346K 0.2%
8,390
+35
94
$342K 0.2%
5,125
-1,087
95
$340K 0.2%
11,443
+6,832
96
$339K 0.2%
14,159
-25
97
$336K 0.2%
19,205
+14,685
98
$329K 0.19%
5,251
-22,442
99
$320K 0.19%
37,260
-114
100
$319K 0.19%
20,400
-4,720
2 3
4
5 6