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
$1.02B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$15.9M
3
+$15.5M
4
D icon
Dominion Energy
D
+$12.1M
5
DUK icon
Duke Energy
DUK
+$11.7M

Top Sells

1
+$39.5M
2
+$19.8M
3
+$18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.6M

Sector Composition

1 Energy 7.04%
2 Real Estate 6.8%
3 Communication Services 5.4%
4 Technology 4.89%
5 Utilities 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$53K 0.01%
1,883
-520
177
$52K 0.01%
902
-230
178
$52K 0.01%
615
-154
179
$51K 0.01%
833
-201
180
$50K ﹤0.01%
163
-34
181
$48K ﹤0.01%
804
-203
182
$46K ﹤0.01%
357
-89
183
$46K ﹤0.01%
412
-7,522
184
$42K ﹤0.01%
1,521
-356
185
$15K ﹤0.01%
+100
186
$10K ﹤0.01%
450
-359,078
187
$9K ﹤0.01%
186
-88,693
188
$8K ﹤0.01%
76
+8
189
$7K ﹤0.01%
73
-21
190
$6K ﹤0.01%
187
-171,308
191
$5K ﹤0.01%
+177
192
$5K ﹤0.01%
143
+39
193
$5K ﹤0.01%
90
+36
194
$4K ﹤0.01%
167
-233
195
$4K ﹤0.01%
77
+12
196
$4K ﹤0.01%
44
197
$4K ﹤0.01%
55
+15
198
$4K ﹤0.01%
+34
199
$4K ﹤0.01%
45
+8
200
$3K ﹤0.01%
53
6 7
8
9 10