ACM
Aviance Capital Management Portfolio holdings
AUM
$668M
This Quarter Return
+1.17%
1 Year Return
+6.48%
3 Year Return
+21.99%
5 Year Return
+29.93%
10 Year Return
–
AUM
$1.6B
AUM Growth
+$1.6B
(-10%)
Cap. Flow
-$206M
Cap. Flow
% of AUM
-12.84%
Top 10 Holdings %
Top 10 Hldgs %
45.79%
Holding
355
New
169
Increased
20
Reduced
156
Closed
7
Top Buys
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$17.6M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$13.6M |
| 3 |
Seagate
STX
|
$12.4M |
| 4 |
First Trust Senior Loan Fund ETF
FTSL
|
$8.17M |
| 5 |
JPMorgan Chase
JPM
|
$7.74M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$25.1M |
| 2 |
Virtus Newfleet Multi-Sector Bond ETF
NFLT
|
$14.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$14M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$13.4M |
| 5 |
Microsoft
MSFT
|
$13.3M |
Sector Composition
| 1 | Communication Services | 5.04% |
| 2 | Technology | 3.68% |
| 3 | Real Estate | 2.44% |
| 4 | Healthcare | 1.82% |
| 5 | Energy | 1.64% |
