ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
This Quarter Return
+4.52%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$346M
AUM Growth
+$346M
(+4.2%)
Cap. Flow
-$275M
Cap. Flow
% of AUM
-79.65%
Top 10 Holdings %
Top 10 Hldgs %
34.62%
Holding
240
New
19
Increased
91
Reduced
88
Closed
19
Top Buys
| 1 |
Apple
AAPL
|
$1.64M |
| 2 |
Netflix
NFLX
|
$1.37M |
| 3 |
DSL
DoubleLine Income Solutions Fund
DSL
|
$1.35M |
| 4 |
Amazon
AMZN
|
$1.35M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.31M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$279M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$1.84M |
| 3 |
Axos Financial
AX
|
$1.44M |
| 4 |
Abbott
ABT
|
$1.34M |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$1.28M |
Sector Composition
| 1 | Financials | 17.02% |
| 2 | Technology | 15.36% |
| 3 | Healthcare | 15.23% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Communication Services | 7.96% |
