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
$268M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$1.77M
3 +$1.55M
4
OME
Omega Protein
OME
+$823K
5
ALL icon
Allstate
ALL
+$781K

Top Sells

1 +$1.9M
2 +$1.02M
3 +$988K
4
BDX icon
Becton Dickinson
BDX
+$901K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$869K

Sector Composition

1 Healthcare 25.59%
2 Financials 15.11%
3 Technology 11.95%
4 Industrials 7.56%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-10,978
252
-13,200
253
-1,777
254
-14,175
255
-20,000