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
151
$825K 0.03%
+27,984
152
$814K 0.03%
+11,797
153
$810K 0.03%
+10,194
154
$794K 0.03%
+23,092
155
$784K 0.03%
+76,203
156
$765K 0.03%
+23,980
157
$764K 0.03%
+27,970
158
$764K 0.03%
+9,664
159
$758K 0.03%
+18,547
160
$752K 0.03%
19,036
-47,205
161
$748K 0.03%
+22,826
162
$748K 0.03%
+27,736
163
$739K 0.03%
+7,625
164
$737K 0.03%
+10,217
165
$728K 0.03%
+20,177
166
$706K 0.02%
+8,329
167
$704K 0.02%
+12,377
168
$702K 0.02%
+17,032
169
$701K 0.02%
+3,384
170
$690K 0.02%
+22,907
171
$684K 0.02%
+17,894
172
$679K 0.02%
+6,205
173
$678K 0.02%
7,548
-12,713
174
$675K 0.02%
+6,184
175
$661K 0.02%
+12,198
5 6
7
8 9