ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
This Quarter Return
+10.12%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$429M
AUM Growth
+$429M
(+6.4%)
Cap. Flow
-$6.41M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
25.45%
Holding
289
New
32
Increased
102
Reduced
100
Closed
11
Top Buys
| 1 |
Alibaba
BABA
|
$4.31M |
| 2 |
Amazon
AMZN
|
$3.08M |
| 3 |
BlackRock Income Trust
BKT
|
$1.18M |
| 4 |
Royal Caribbean
RCL
|
$1.07M |
| 5 |
1-800-Flowers.com
FLWS
|
$964K |
Top Sells
| 1 |
Apple
AAPL
|
$7.72M |
| 2 |
Advanced Micro Devices
AMD
|
$3.88M |
| 3 |
Roku
ROKU
|
$1.79M |
| 4 |
Everest Group
EG
|
$1.19M |
| 5 |
Watsco
WSO
|
$1.03M |
Sector Composition
| 1 | Healthcare | 16.91% |
| 2 | Technology | 16.9% |
| 3 | Financials | 15.72% |
| 4 | Industrials | 6.06% |
| 5 | Consumer Discretionary | 5.76% |
