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
$1.79B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$30.8M
3
+$25.7M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20.2M
5
CUMB
Virtus Cumberland Municipal Bond ETF
CUMB
+$18.9M

Top Sells

1
+$32M
2
+$31.5M
3
+$29.9M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$20.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$18.6M

Sector Composition

1 Communication Services 4.52%
2 Technology 3.84%
3 Real Estate 2.42%
4 Energy 2.33%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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