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
76
$9.04M 0.32%
+122,927
77
$8.86M 0.31%
+35,582
78
$8.68M 0.3%
194,221
+124,012
79
$8.42M 0.3%
+543,990
80
$7.9M 0.28%
+293,243
81
$7.03M 0.25%
+371,535
82
$6.96M 0.24%
+63,817
83
$6.88M 0.24%
+168,649
84
$6.76M 0.24%
+205,686
85
$6.57M 0.23%
+64,539
86
$6.22M 0.22%
+450,040
87
$6.13M 0.21%
+65,624
88
$5.97M 0.21%
+120,477
89
$5.69M 0.2%
+113,539
90
$5.66M 0.2%
+80,354
91
$5.39M 0.19%
+169,966
92
$5.1M 0.18%
+95,462
93
$4.9M 0.17%
+87,276
94
$4.82M 0.17%
+120,056
95
$4.77M 0.17%
+62,452
96
$4.43M 0.16%
+82,359
97
$4.21M 0.15%
+86,996
98
$3.99M 0.14%
+144,293
99
$3.93M 0.14%
+118,819
100
$3.87M 0.14%
+110,026
2 3
4
5 6