ACP

Aviance Capital Partners Portfolio holdings

AUM $868M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$600M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.11M
3
+$5.25M
4
COIN icon
Coinbase
COIN
+$4.36M
5
DIS icon
Walt Disney
DIS
+$1.81M

Top Sells

1
+$7.63M
2
+$4.35M
3
+$3.63M
4
DOCU
DocuSign
DOCU
+$2.33M
5
BIIB icon
Biogen
BIIB
+$2.28M

Sector Composition

1 Technology 28.05%
2 Financials 17.18%
3 Healthcare 10.69%
4 Communication Services 8.54%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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