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ACP

Aviance Capital Partners Portfolio holdings

AUM $854M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.52M
3
+$4.46M
4
LBRDA icon
Liberty Broadband Class A
LBRDA
+$4.08M
5
ROKU icon
Roku
ROKU
+$3.88M

Top Sells

1
+$12.1M
2
+$9.47M
3
+$5.72M
4
SHOP icon
Shopify
SHOP
+$5.58M
5
AMD icon
Advanced Micro Devices
AMD
+$5.24M

Sector Composition

1 Technology 24.49%
2 Financials 17.79%
3 Healthcare 12.52%
4 Communication Services 7.58%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$152K 0.03%
11,000
252
$101K 0.02%
10,195
253
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254
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255
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-83,600
256
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-15,000
257
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-31,097
258
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260
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-10,415
261
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-40,500
262
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263
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-40,000
264
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-16,046
265
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-32,644
266
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-99,693
7 8 9 10
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