ACP

Aviance Capital Partners Portfolio holdings

AUM $868M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$9.3M
3 +$3.36M
4
META icon
Meta Platforms (Facebook)
META
+$3.32M
5
MPLX icon
MPLX
MPLX
+$1.84M

Top Sells

1 +$10M
2 +$7.93M
3 +$4.41M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.61M
5
NVDA icon
NVIDIA
NVDA
+$2.52M

Sector Composition

1 Technology 21.92%
2 Financials 17.06%
3 Consumer Discretionary 11.19%
4 Healthcare 10.53%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-16,125