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
101
$319K 0.19%
25,421
-80,020
102
$313K 0.18%
+9,379
103
$298K 0.17%
11,073
+92
104
$296K 0.17%
3,417
-30
105
$282K 0.16%
5,465
+2,016
106
$274K 0.16%
3,865
-571
107
$271K 0.16%
5,654
+14
108
$265K 0.15%
4,385
+689
109
$258K 0.15%
5,309
+1,567
110
$257K 0.15%
3,073
+22
111
$256K 0.15%
9,044
-56,119
112
$255K 0.15%
17,574
+13
113
$253K 0.15%
2,865
-172
114
$249K 0.14%
4,476
-247
115
$243K 0.14%
3,112
+1,293
116
$242K 0.14%
7,575
-200
117
$237K 0.14%
11,288
+8,788
118
$237K 0.14%
2,622
-229
119
$237K 0.14%
2,105
-2,395
120
$232K 0.14%
1,926
+694
121
$226K 0.13%
4,988
-212
122
$223K 0.13%
9,459
+82
123
$223K 0.13%
3,565
-105
124
$215K 0.13%
+7,699
125
$214K 0.12%
2,113
3 4
5
6 7