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
$244M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.19M
3
+$1.68M
4
PANW icon
Palo Alto Networks
PANW
+$1.46M
5
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.43M

Top Sells

1
+$1.72M
2
+$1.57M
3
+$1.51M
4
TTM
Tata Motors Limited
TTM
+$1.47M
5
QRVO icon
Qorvo
QRVO
+$1.27M

Sector Composition

1 Healthcare 28.94%
2 Financials 15.14%
3 Technology 9.99%
4 Consumer Staples 6.65%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.85%
73,110
-628
27
$2M 0.82%
18,515
+855
28
$1.92M 0.79%
13,825
-1,485
29
$1.88M 0.77%
211,842
+2,168
30
$1.88M 0.77%
28,059
-1,573
31
$1.69M 0.69%
15,500
+1,455
32
$1.67M 0.68%
131,733
-9,406
33
$1.67M 0.68%
39,928
-3,928
34
$1.61M 0.66%
63,535
-9,840
35
$1.57M 0.65%
86,149
-6,113
36
$1.57M 0.65%
14,388
-70
37
$1.57M 0.64%
13,067
-408
38
$1.54M 0.63%
33,325
+5,592
39
$1.53M 0.63%
15,730
+670
40
$1.52M 0.62%
12,815
41
$1.52M 0.62%
67,749
-360
42
$1.49M 0.61%
110,452
-4,024
43
$1.48M 0.61%
46,951
+1,270
44
$1.48M 0.61%
153,793
-8,894
45
$1.46M 0.6%
+51,024
46
$1.44M 0.59%
5,522
-1,040
47
$1.44M 0.59%
24,256
48
$1.43M 0.59%
+45,388
49
$1.4M 0.57%
3,000
50
$1.34M 0.55%
105,748
+69,378
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