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%
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206
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207
$55K 0.03%
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208
$52K 0.03%
+1,289
209
$51K 0.03%
1,676
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210
$51K 0.03%
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211
$49K 0.03%
+1,087
212
$49K 0.03%
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213
$48K 0.03%
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214
$48K 0.03%
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215
$47K 0.03%
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216
$45K 0.03%
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217
$44K 0.03%
1,384
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218
$44K 0.03%
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219
$41K 0.02%
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220
$41K 0.02%
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221
$41K 0.02%
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222
$40K 0.02%
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223
$39K 0.02%
+552
224
$39K 0.02%
+1,061
225
$37K 0.02%
911
-578