ACP

Aviance Capital Partners Portfolio holdings

AUM $842M
1-Year Est. Return 23.02%
This Quarter Est. Return
1 Year Est. Return
+23.02%
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
+$8.54M
2
+$5.72M
3
+$5.61M
4
COIN icon
Coinbase
COIN
+$3.79M
5
DIS icon
Walt Disney
DIS
+$1.73M

Top Sells

1
+$6.23M
2
+$3.68M
3
+$3.16M
4
DOCU icon
DocuSign
DOCU
+$2.33M
5
BIIB icon
Biogen
BIIB
+$2.12M

Sector Composition

1 Technology 28.05%
2 Financials 17.18%
3 Healthcare 10.69%
4 Communication Services 8.47%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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7 8 9 10
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