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
126
$212K 0.12%
3,629
-636
127
$212K 0.12%
+2,775
128
$198K 0.12%
+4,394
129
$197K 0.11%
+4,506
130
$195K 0.11%
3,055
-11
131
$193K 0.11%
3,504
-323
132
$186K 0.11%
4,898
-36,187
133
$185K 0.11%
5,187
+104
134
$181K 0.11%
+3,727
135
$181K 0.11%
2,281
-206
136
$181K 0.11%
6,936
+64
137
$177K 0.1%
8,376
+208
138
$171K 0.1%
11,560
-451
139
$170K 0.1%
1,281
-78
140
$166K 0.1%
+3,666
141
$164K 0.1%
7,577
+82
142
$164K 0.1%
3,107
-298
143
$163K 0.09%
9
+3
144
$162K 0.09%
5,950
-27
145
$161K 0.09%
19,729
-895
146
$152K 0.09%
+2,005
147
$152K 0.09%
5,628
-8,896
148
$151K 0.09%
+7,245
149
$149K 0.09%
+1,559
150
$149K 0.09%
4,900
+44
4 5
6
7 8