ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+10.18%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$673M
AUM Growth
+$206M
(+44%)
Cap. Flow
+$167M
Cap. Flow
% of AUM
24.82%
Top 10 Holdings %
Top 10 Hldgs %
30.2%
Holding
323
New
69
Increased
157
Reduced
60
Closed
5
Top Buys
| 1 |
Amazon
AMZN
|
$14.6M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$9.06M |
| 3 |
Lowe's Companies
LOW
|
$8.94M |
| 4 |
Tesla
TSLA
|
$8.78M |
| 5 |
JPMorgan Chase
JPM
|
$6.86M |
Top Sells
| 1 |
Super Micro Computer
SMCI
|
$2.12M |
| 2 |
Williams-Sonoma
WSM
|
$1.72M |
| 3 |
Broadcom
AVGO
|
$1.18M |
| 4 |
F5
FFIV
|
$1.14M |
| 5 |
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% |
