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
$1.97B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$2.73M
2 +$2.19M
3 +$2.07M
4
DRI icon
Darden Restaurants
DRI
+$1.79M
5
ABBV icon
AbbVie
ABBV
+$1.78M

Sector Composition

1 Energy 10.7%
2 Communication Services 9%
3 Technology 7%
4 Industrials 5.63%
5 Financials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$522K 0.03%
+10,295
202
$519K 0.03%
4,210
+2,808
203
$503K 0.03%
9,418
+6,876
204
$502K 0.03%
7,019
+6,708
205
$500K 0.03%
7,464
+5,571
206
$495K 0.03%
8,149
+3,070
207
$492K 0.03%
+17,372
208
$484K 0.02%
18,663
+13,854
209
$479K 0.02%
21,048
+14,637
210
$468K 0.02%
+18,391
211
$467K 0.02%
48,354
+12,243
212
$460K 0.02%
4,738
+3,545
213
$454K 0.02%
+12,634
214
$443K 0.02%
32,028
+13,156
215
$437K 0.02%
13,734
+9,201
216
$436K 0.02%
4,302
+3,021
217
$436K 0.02%
+6,131
218
$432K 0.02%
10,092
+6,828
219
$429K 0.02%
15,645
+10,940
220
$428K 0.02%
5,413
+3,630
221
$427K 0.02%
15,518
+11,342
222
$423K 0.02%
12,969
+12,290
223
$423K 0.02%
8,165
+6,173
224
$408K 0.02%
+30,950
225
$404K 0.02%
4,066
+3,884