ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+2.91%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$724M
AUM Growth
-$34.4M
(-4.5%)
Cap. Flow
-$44.3M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
34.07%
Holding
348
New
15
Increased
167
Reduced
92
Closed
26
Top Buys
| 1 |
Apple
AAPL
|
$1.79M |
| 2 |
Pfizer
PFE
|
$1.35M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.3M |
| 4 |
Academy Sports + Outdoors
ASO
|
$1.12M |
| 5 |
LyondellBasell Industries
LYB
|
$1.07M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$13.4M |
| 2 |
Advanced Micro Devices
AMD
|
$8.59M |
| 3 |
CAVA Group
CAVA
|
$5.57M |
| 4 |
Chipotle Mexican Grill
CMG
|
$3.46M |
| 5 |
Eli Lilly
LLY
|
$3.41M |
Sector Composition
| 1 | Technology | 22.35% |
| 2 | Financials | 16.98% |
| 3 | Healthcare | 11.89% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Communication Services | 8.44% |
