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
$450M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.42M
3
+$1.06M
4
NVDA icon
NVIDIA
NVDA
+$967K
5
SNOW icon
Snowflake
SNOW
+$733K

Top Sells

1
+$1.86M
2
+$1.85M
3
+$1.38M
4
SU icon
Suncor Energy
SU
+$1.24M
5
NFLX icon
Netflix
NFLX
+$1.2M

Sector Composition

1 Technology 20.6%
2 Healthcare 14.76%
3 Financials 14.12%
4 Consumer Discretionary 7.11%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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