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
201
$59K 0.03%
+599
202
$59K 0.03%
+2,263
203
$58K 0.03%
2,276
-7,548
204
$55K 0.03%
+1,300
205
$55K 0.03%
748
-485
206
$55K 0.03%
+2,686
207
$55K 0.03%
+1,171
208
$52K 0.03%
+1,289
209
$51K 0.03%
1,676
-688
210
$51K 0.03%
+659
211
$49K 0.03%
+1,087
212
$49K 0.03%
+567
213
$48K 0.03%
+184
214
$48K 0.03%
+1,147
215
$47K 0.03%
747
-485
216
$45K 0.03%
+794
217
$44K 0.03%
1,384
-3,165
218
$44K 0.03%
651
-281
219
$41K 0.02%
+2,927
220
$41K 0.02%
+966
221
$41K 0.02%
+856
222
$40K 0.02%
+362
223
$39K 0.02%
+552
224
$39K 0.02%
+1,061
225
$37K 0.02%
911
-578
7 8
9
10 11