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
$472M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.36M
3 +$1.59M
4
FSLR icon
First Solar
FSLR
+$1.24M
5
FFIV icon
F5
FFIV
+$952K

Top Sells

1 +$6.3M
2 +$5.12M
3 +$4.2M
4
NVDA icon
NVIDIA
NVDA
+$3.12M
5
RCL icon
Royal Caribbean
RCL
+$1.42M

Sector Composition

1 Technology 24.02%
2 Financials 14.58%
3 Healthcare 13.4%
4 Communication Services 7.03%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-21,700
277
-1,306
278
-5,000
279
-2,286
280
-10,000
281
-39,494