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
$445M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$2.46M
3
+$2.28M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$2.1M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.9M

Top Sells

1
+$1.88M
2
+$1.56M
3
+$1.49M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$1.39M
5
NVDA icon
NVIDIA
NVDA
+$1.39M

Sector Composition

1 Technology 24.49%
2 Financials 14.55%
3 Healthcare 14.2%
4 Communication Services 6.99%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
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