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
176
$99K 0.06%
8,430
-253
177
$95K 0.06%
875
-149
178
$94K 0.05%
7,754
-100,604
179
$93K 0.05%
1,120
-229
180
$92K 0.05%
1,797
-773
181
$92K 0.05%
3,201
-84
182
$91K 0.05%
+1,895
183
$90K 0.05%
7,624
-92,325
184
$90K 0.05%
2,322
-1
185
$89K 0.05%
12,231
-272
186
$87K 0.05%
+2,388
187
$86K 0.05%
2,293
-681
188
$85K 0.05%
40,655
-976
189
$84K 0.05%
6,078
-1,569
190
$82K 0.05%
5,014
-150
191
$82K 0.05%
1,607
-43
192
$77K 0.04%
4,321
-56,074
193
$76K 0.04%
+650
194
$76K 0.04%
1,574
-46
195
$71K 0.04%
+831
196
$70K 0.04%
1,364
-528
197
$64K 0.04%
+825
198
$63K 0.04%
+3,132
199
$61K 0.04%
253
-155
200
$60K 0.03%
2,591
-2,208