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
126
$2.09M 0.07%
+87,376
127
$2.03M 0.07%
+34,414
128
$2M 0.07%
+74,095
129
$1.77M 0.06%
+22,476
130
$1.74M 0.06%
17,676
-13,443
131
$1.67M 0.06%
+68,764
132
$1.6M 0.06%
+35,858
133
$1.57M 0.06%
+21,650
134
$1.55M 0.05%
+54,429
135
$1.45M 0.05%
+12,457
136
$1.38M 0.05%
+52,643
137
$1.37M 0.05%
+55,063
138
$1.35M 0.05%
+18,348
139
$1.3M 0.05%
+60,530
140
$1.3M 0.05%
+64,421
141
$1.29M 0.05%
+27,502
142
$1.24M 0.04%
+17,973
143
$1.15M 0.04%
+32,352
144
$1.13M 0.04%
+63,257
145
$1.1M 0.04%
+31,602
146
$1.06M 0.04%
+8,117
147
$1.04M 0.04%
+76,982
148
$1.01M 0.04%
+102,659
149
$969K 0.03%
+39,619
150
$957K 0.03%
8,289
+8,089
4 5
6
7 8