ACM
Aviance Capital Management Portfolio holdings
AUM
$668M
1-Year Return
6.48%
This Quarter Return
+3.5%
1 Year Return
+6.48%
3 Year Return
+21.99%
5 Year Return
+29.93%
10 Year Return
–
AUM
$3.33B
AUM Growth
+$290M
(+9.6%)
Cap. Flow
+$203M
Cap. Flow
% of AUM
6.1%
Top 10 Holdings %
Top 10 Hldgs %
33.41%
Holding
355
New
56
Increased
166
Reduced
91
Closed
39
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$61.4M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$36.8M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$31.8M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$12.4M |
| 5 |
American International
AIG
|
$12.4M |
Sector Composition
| 1 | Communication Services | 7.57% |
| 2 | Consumer Staples | 6.93% |
| 3 | Energy | 5.2% |
| 4 | Utilities | 4.75% |
| 5 | Healthcare | 4.54% |
