ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
This Quarter Return
-1.82%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$566M
AUM Growth
+$566M
(-0.97%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
5.11%
Top 10 Holdings %
Top 10 Hldgs %
28.68%
Holding
262
New
11
Increased
102
Reduced
94
Closed
10
Top Buys
| 1 |
NVIDIA
NVDA
|
$15.4M |
| 2 |
Advanced Micro Devices
AMD
|
$6.31M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.34M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.99M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.83M |
Top Sells
| 1 |
Alibaba
BABA
|
$4.67M |
| 2 |
Exxon Mobil
XOM
|
$3.08M |
| 3 |
Netflix
NFLX
|
$3.04M |
| 4 |
Take-Two Interactive
TTWO
|
$2.3M |
| 5 |
ARK Innovation ETF
ARKK
|
$2.15M |
Sector Composition
| 1 | Technology | 23.54% |
| 2 | Financials | 18.11% |
| 3 | Healthcare | 10.39% |
| 4 | Communication Services | 9.21% |
| 5 | Consumer Discretionary | 8.78% |
