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
76
$2.34M 0.2%
77,763
-5,188
77
$2.32M 0.19%
48,741
-5,467
78
$2.27M 0.19%
80,572
-8,918
79
$2.24M 0.19%
218,075
-626,620
80
$2.23M 0.19%
16,200
+16,115
81
$2.23M 0.19%
11,419
+2,879
82
$2.14M 0.18%
72,585
-11,100
83
$2.07M 0.17%
48,222
-19,123
84
$2.03M 0.17%
54,956
+5,086
85
$2.03M 0.17%
13,054
-3,151
86
$1.96M 0.16%
17,809
+17,758
87
$1.95M 0.16%
9,919
+5,731
88
$1.94M 0.16%
51,802
-4,048
89
$1.94M 0.16%
12,273
-1,844
90
$1.89M 0.16%
34,419
+26,173
91
$1.86M 0.16%
36,186
+210
92
$1.74M 0.14%
30,721
+14,460
93
$1.66M 0.14%
32,420
-2,411
94
$1.55M 0.13%
120,918
-2,771
95
$1.49M 0.12%
38,350
-3,635
96
$1.42M 0.12%
62,295
-3,086
97
$1.41M 0.12%
10,643
+3,038
98
$1.39M 0.12%
23,186
-2,953
99
$1.38M 0.11%
29,720
-7,784
100
$1.35M 0.11%
47,193
+11,772
2 3
4
5 6