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
176
$64K 0.01%
769
-115
177
$63K 0.01%
197
+22
178
$59K ﹤0.01%
446
-9,890
179
$57K ﹤0.01%
1,292
-201
180
$56K ﹤0.01%
1,877
+204
181
$53K ﹤0.01%
1,132
-107
182
$9K ﹤0.01%
94
-104,686
183
$9K ﹤0.01%
400
-732,570
184
$7K ﹤0.01%
68
-141,746
185
$4K ﹤0.01%
44
-36,818
186
$4K ﹤0.01%
390
-21,986
187
$3K ﹤0.01%
65
-35,672
188
$3K ﹤0.01%
104
-363,327
189
$3K ﹤0.01%
16
-1,282
190
$3K ﹤0.01%
54
-219,359
191
$3K ﹤0.01%
53
-47,650
192
$3K ﹤0.01%
37
-88,891
193
$2K ﹤0.01%
30
-2,980
194
$2K ﹤0.01%
36
-2,841
195
$2K ﹤0.01%
40
-137,073
196
$2K ﹤0.01%
39
-80
197
$2K ﹤0.01%
23
-81,628
198
$1K ﹤0.01%
18
-139
199
– –
-16
200
– –
-8
6 7
8
9 10