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
$1.2B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$20.3M
3
+$14M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.8M
5
SPG icon
Simon Property Group
SPG
+$12.5M

Top Sells

1
+$22.2M
2
+$16.5M
3
+$14.6M
4
CVX icon
Chevron
CVX
+$14.3M
5
DVY icon
iShares Select Dividend ETF
DVY
+$14.1M

Sector Composition

1 Communication Services 5.46%
2 Energy 5.32%
3 Real Estate 5.15%
4 Technology 3.99%
5 Materials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.02%
11,580
-107,028
152
$190K 0.02%
3,002
-243
153
$182K 0.02%
4,624
-361
154
$178K 0.01%
3,647
-25,048
155
$177K 0.01%
+15,977
156
$173K 0.01%
4,026
+1,401
157
$172K 0.01%
2,632
-305
158
$171K 0.01%
+3,204
159
$171K 0.01%
3,914
+126
160
$167K 0.01%
2,118
-9,836
161
$157K 0.01%
11,967
+2,435
162
$151K 0.01%
+776
163
$147K 0.01%
1,391
-16,408
164
$146K 0.01%
3,180
-377
165
$143K 0.01%
2,387
-244
166
$142K 0.01%
3,208
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167
$138K 0.01%
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168
$132K 0.01%
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169
$131K 0.01%
947
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170
$107K 0.01%
1,248
-133
171
$104K 0.01%
+2,790
172
$72K 0.01%
2,403
-259
173
$69K 0.01%
1,034
-97
174
$69K 0.01%
1,007
-110
175
$66K 0.01%
2,188
-235
5 6
7
8 9