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
151
$145K 0.08%
2,411
-480
152
$144K 0.08%
+5,103
153
$144K 0.08%
9,867
-1,345
154
$142K 0.08%
+5,058
155
$142K 0.08%
15,399
156
$139K 0.08%
8,881
+2,244
157
$138K 0.08%
10,590
-1,068
158
$134K 0.08%
11,230
-188
159
$133K 0.08%
1,431
-596
160
$131K 0.08%
10,617
-85,946
161
$130K 0.08%
3,585
-379
162
$126K 0.07%
2,121
-278
163
$125K 0.07%
2,694
-11,262
164
$125K 0.07%
+2,500
165
$119K 0.07%
1,571
-37
166
$118K 0.07%
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167
$114K 0.07%
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168
$112K 0.07%
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169
$109K 0.06%
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170
$107K 0.06%
5,851
-9,381
171
$106K 0.06%
5,475
+115
172
$103K 0.06%
2,371
-66
173
$103K 0.06%
2,085
-59
174
$101K 0.06%
1,272
-163
175
$100K 0.06%
+937
5 6
7
8 9