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
$2.85B
AUM Growth
+$2.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$145M
3
+$139M
4
NFLT icon
Virtus Newfleet Multi-Sector Bond ETF
NFLT
+$123M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$122M

Top Sells

1
+$20.1M
2
+$10.1M
3
+$3.35M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.08M
5
WMT icon
Walmart
WMT
+$2.53M

Sector Composition

1 Energy 4.09%
2 Communication Services 3.85%
3 Consumer Staples 3.35%
4 Financials 2.44%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$483K 0.02%
+10,025
202
$482K 0.02%
+9,722
203
$465K 0.02%
+33,286
204
$452K 0.02%
+10,673
205
$448K 0.02%
+8,099
206
$440K 0.02%
+7,218
207
$433K 0.02%
+11,394
208
$433K 0.02%
+13,945
209
$433K 0.02%
+10,047
210
$426K 0.01%
+9,201
211
$426K 0.01%
+21,634
212
$425K 0.01%
+2,195
213
$417K 0.01%
+7,818
214
$416K 0.01%
+18,468
215
$411K 0.01%
+4,804
216
$411K 0.01%
+2,511
217
$407K 0.01%
+4,082
218
$403K 0.01%
+5,445
219
$393K 0.01%
+13,830
220
$392K 0.01%
+2,841
221
$391K 0.01%
+9,143
222
$388K 0.01%
+8,471
223
$385K 0.01%
+2,215
224
$384K 0.01%
+8,109
225
$383K 0.01%
+8,213
7 8
9
10 11