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
$1.6B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.6M
3
+$12.4M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$8.17M
5
JPM icon
JPMorgan Chase
JPM
+$7.74M

Top Sells

1
+$25.1M
2
+$14.7M
3
+$14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.4M
5
MSFT icon
Microsoft
MSFT
+$13.3M

Sector Composition

1 Communication Services 5.04%
2 Technology 3.68%
3 Real Estate 2.44%
4 Healthcare 1.82%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$100K 0.01%
+1,524
202
$98K 0.01%
+1,928
203
$96K 0.01%
+1,529
204
$94K 0.01%
+2,752
205
$92K 0.01%
+2,779
206
$90K 0.01%
+2,166
207
$89K 0.01%
+1,603
208
$89K 0.01%
+3,050
209
$89K 0.01%
+3,303
210
$88K 0.01%
216
-2
211
$88K 0.01%
+1,517
212
$86K 0.01%
1,663
-4,770
213
$85K 0.01%
431
-3,881
214
$85K 0.01%
+1,053
215
$81K 0.01%
+3,074
216
$77K ﹤0.01%
+3,320
217
$76K ﹤0.01%
+2,216
218
$75K ﹤0.01%
+3,396
219
$73K ﹤0.01%
+9,760
220
$67K ﹤0.01%
+769
221
$63K ﹤0.01%
+802
222
$55K ﹤0.01%
+1,406
223
$52K ﹤0.01%
+570
224
$50K ﹤0.01%
+1,265
225
$46K ﹤0.01%
+879
7 8
9
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