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
$566M
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$2.34M
3
+$1.99M
4
META icon
Meta Platforms (Facebook)
META
+$1.83M
5
SLQT icon
SelectQuote
SLQT
+$1.76M

Top Sells

1
+$4.67M
2
+$3.08M
3
+$3.04M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.3M
5
ARKK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53K 0.01%
+3,091
252
– –
-5,222
253
– –
-64,752
254
– –
-2,530
255
– –
-9,423
256
– –
-974
257
– –
-2,349
258
– –
-10,000
259
– –
-13,000
260
– –
-43,752
261
– –
-5,574
7 8 9 10
11