ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+25.74%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$405M
AUM Growth
+$87.8M
(+28%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
33.84%
Holding
246
New
38
Increased
91
Reduced
76
Closed
9
Top Buys
| 1 |
AbbVie
ABBV
|
$12M |
| 2 |
Adobe
ADBE
|
$7.4M |
| 3 |
Chipotle Mexican Grill
CMG
|
$6.31M |
| 4 |
Zoom
ZM
|
$4.06M |
| 5 |
Simon Property Group
SPG
|
$3.44M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$21.1M |
| 2 |
Alibaba
BABA
|
$5.17M |
| 3 |
Amazon
AMZN
|
$3.73M |
| 4 |
Netflix
NFLX
|
$2.73M |
| 5 |
Thor Industries
THO
|
$1.62M |
Sector Composition
| 1 | Technology | 24.27% |
| 2 | Financials | 14.23% |
| 3 | Healthcare | 12.23% |
| 4 | Consumer Discretionary | 9.39% |
| 5 | Communication Services | 8.73% |
