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
$673M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$9.06M
3
+$8.94M
4
TSLA icon
Tesla
TSLA
+$8.78M
5
JPM icon
JPMorgan Chase
JPM
+$6.86M

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.18M
4
FFIV icon
F5
FFIV
+$1.14M
5
QCOM icon
Qualcomm
QCOM
+$924K

Sector Composition

1 Technology 21.35%
2 Financials 15.13%
3 Healthcare 14.33%
4 Consumer Discretionary 11.2%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$250K 0.04%
+2,461
277
$248K 0.04%
2,000
278
$245K 0.04%
4,772
279
$243K 0.04%
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280
$242K 0.04%
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281
$239K 0.04%
29,449
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282
$239K 0.04%
+5,583
283
$237K 0.04%
567
284
$235K 0.03%
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285
$235K 0.03%
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286
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287
$232K 0.03%
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288
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289
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290
$227K 0.03%
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291
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+2,390
292
$215K 0.03%
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293
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294
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295
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296
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297
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298
$208K 0.03%
17,446
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299
$205K 0.03%
+3,000
300
$204K 0.03%
+575
9 10 11
12
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