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
176
$658K 0.02%
+37,882
177
$641K 0.02%
+11,637
178
$641K 0.02%
7,617
-2,418
179
$639K 0.02%
4,623
+4,523
180
$638K 0.02%
+14,164
181
$626K 0.02%
+95,840
182
$616K 0.02%
+24,364
183
$615K 0.02%
+21,521
184
$613K 0.02%
+12,772
185
$610K 0.02%
+24,625
186
$610K 0.02%
+46,562
187
$600K 0.02%
+11,036
188
$578K 0.02%
+11,994
189
$559K 0.02%
+16,814
190
$559K 0.02%
+20,460
191
$542K 0.02%
+6,580
192
$535K 0.02%
+12,982
193
$519K 0.02%
+39,361
194
$505K 0.02%
+9,247
195
$498K 0.02%
+5,159
196
$494K 0.02%
+15,598
197
$494K 0.02%
+9,866
198
$490K 0.02%
+10,928
199
$489K 0.02%
+9,014
200
$486K 0.02%
+12,100
6 7
8
9 10