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
101
$3.76M 0.13%
+32,230
102
$3.69M 0.13%
+105,368
103
$3.69M 0.13%
+34,132
104
$3.67M 0.13%
+38,785
105
$3.45M 0.12%
+105,171
106
$3.19M 0.11%
+56,024
107
$3.13M 0.11%
+65,951
108
$3.11M 0.11%
+120,543
109
$3.09M 0.11%
+81,048
110
$2.98M 0.1%
+136,015
111
$2.95M 0.1%
+376,263
112
$2.92M 0.1%
+55,514
113
$2.88M 0.1%
+69,570
114
$2.88M 0.1%
+100,051
115
$2.81M 0.1%
+29,766
116
$2.77M 0.1%
+42,267
117
$2.68M 0.09%
+168,255
118
$2.65M 0.09%
21,435
-162,986
119
$2.59M 0.09%
+99,304
120
$2.54M 0.09%
+91,409
121
$2.52M 0.09%
+27,951
122
$2.47M 0.09%
24,147
+23,611
123
$2.37M 0.08%
19,608
+19,583
124
$2.35M 0.08%
+221,492
125
$2.29M 0.08%
+44,870
3 4
5
6 7