ACP

Aviance Capital Partners Portfolio holdings

AUM $765M
1-Year Est. Return 18.8%
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.84M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1
+$8.94M
2
+$3.61M
3
+$1.98M
4
LLY icon
Eli Lilly
LLY
+$1.3M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.09M

Sector Composition

1 Technology 24.37%
2 Financials 14.66%
3 Healthcare 13.08%
4 Consumer Discretionary 9.49%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$411K 0.06%
2,371
+30
227
$409K 0.06%
3,000
228
$404K 0.06%
2,337
+16
229
$402K 0.06%
8,480
+658
230
$391K 0.06%
10,256
-149
231
$389K 0.06%
1,500
-12
232
$385K 0.05%
1,792
-125
233
$385K 0.05%
3,527
-362
234
$384K 0.05%
31,476
-1,738
235
$382K 0.05%
+9,727
236
$377K 0.05%
2,150
237
$368K 0.05%
23,345
-351
238
$366K 0.05%
751
+1
239
$364K 0.05%
623
+3
240
$352K 0.05%
+3,304
241
$351K 0.05%
12,125
-2,550
242
$345K 0.05%
28,931
-123
243
$343K 0.05%
22,962
+272
244
$338K 0.05%
7,087
245
$335K 0.05%
25,165
-86
246
$333K 0.05%
3,435
-215
247
$333K 0.05%
8,578
+73
248
$326K 0.05%
13,014
+124
249
$326K 0.05%
2,077
+2
250
$325K 0.05%
26,912
+416
8 9
10
11 12