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
1
$6.86M 3.99%
139,132
-1,599
2
$6.76M 3.94%
76,883
+8,085
3
$5.64M 3.28%
47,196
-2,006
4
$5.54M 3.22%
368,449
-11,616
5
$5.2M 3.02%
56,730
+2,463
6
$5.12M 2.98%
109,739
+27,914
7
$4.9M 2.85%
191,668
+54,239
8
$3.74M 2.18%
80,640
+8,897
9
$3.7M 2.15%
149,937
+89,849
10
$3.56M 2.07%
61,547
+19,765
11
$3.14M 1.83%
117,619
-6,984
12
$3.1M 1.8%
59,451
+17,888
13
$3.08M 1.79%
46,936
+21,042
14
$2.58M 1.5%
+36,968
15
$2.58M 1.5%
57,585
-2,252
16
$2.45M 1.43%
19,234
-933
17
$2.33M 1.36%
67,928
+34,068
18
$2.32M 1.35%
101,320
+2,631
19
$2.25M 1.31%
44,759
-567
20
$2.2M 1.28%
25,393
-4,038
21
$2.17M 1.26%
18,958
+1,275
22
$2.12M 1.24%
17,461
-1,242
23
$2.12M 1.23%
77,777
-1,110
24
$2.12M 1.23%
91,109
-2,645
25
$2.07M 1.2%
45,518
-3,587
1
2 3 4 5