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
$703M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.84M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1
+$8.94M
2
+$3.61M
3
+$1.98M
4
LLY icon
Eli Lilly
LLY
+$1.3M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.09M

Sector Composition

1 Technology 24.37%
2 Financials 14.66%
3 Healthcare 13.08%
4 Consumer Discretionary 9.49%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$324K 0.05%
19,827
+151
252
$323K 0.05%
3,032
+43
253
$322K 0.05%
40,189
+2,054
254
$321K 0.05%
4,200
255
$319K 0.05%
4,059
+468
256
$319K 0.05%
681
+114
257
$314K 0.04%
3,519
+9
258
$310K 0.04%
2,129
-1,606
259
$310K 0.04%
2,091
+11
260
$309K 0.04%
800
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261
$307K 0.04%
20,592
262
$305K 0.04%
77
263
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1,223
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264
$299K 0.04%
45,680
265
$291K 0.04%
3,073
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266
$290K 0.04%
28,011
-2,237
267
$290K 0.04%
23,444
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268
$289K 0.04%
2,293
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269
$287K 0.04%
1,807
-381
270
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+5,021
271
$286K 0.04%
2,050
+50
272
$285K 0.04%
3,665
+51
273
$285K 0.04%
15,692
+4,978
274
$282K 0.04%
2,377
275
$278K 0.04%
12,993
-6
9 10
11
12 13