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
276
$272K 0.04%
2,474
+13
277
$272K 0.04%
1,216
+12
278
$269K 0.04%
+5,000
279
$259K 0.04%
1,329
+27
280
$258K 0.04%
1,524
-4,958
281
$258K 0.04%
13,796
+648
282
$257K 0.04%
2,781
283
$256K 0.04%
1,686
+6
284
$252K 0.04%
+5,001
285
$250K 0.04%
495
+17
286
$246K 0.04%
1,783
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287
$245K 0.03%
4,772
288
$244K 0.03%
29,595
+146
289
$243K 0.03%
23,176
290
$242K 0.03%
+3,567
291
$231K 0.03%
1,257
+7
292
$231K 0.03%
+6,480
293
$229K 0.03%
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294
$228K 0.03%
1,421
+146
295
$225K 0.03%
2,137
296
$223K 0.03%
4,250
297
$221K 0.03%
8,707
-5,051
298
$217K 0.03%
+652
299
$217K 0.03%
1,538
-44
300
$217K 0.03%
4,078
+60
10 11
12
13 14