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
$346M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.37M
3
+$1.35M
4
AMZN icon
Amazon
AMZN
+$1.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.31M

Top Sells

1
+$279M
2
+$1.84M
3
+$1.44M
4
ABT icon
Abbott
ABT
+$1.34M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.27M

Sector Composition

1 Financials 17.02%
2 Technology 15.36%
3 Healthcare 15.23%
4 Consumer Discretionary 9.3%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 0.74%
14,898
-765
27
$2.51M 0.73%
32,163
-1,483
28
$2.48M 0.72%
72,142
29
$2.43M 0.7%
225,270
+2,488
30
$2.32M 0.67%
98,335
+5,132
31
$2.3M 0.66%
23,296
-367
32
$2.29M 0.66%
7,742
-365
33
$2.25M 0.65%
379,160
+2,960
34
$2.07M 0.6%
48,103
-332
35
$2.04M 0.59%
25,658
+6,322
36
$2.03M 0.59%
8,346
+365
37
$2.02M 0.59%
160,823
+28,376
38
$2M 0.58%
17,247
-415
39
$2M 0.58%
6,878
+3,040
40
$1.99M 0.58%
16,000
41
$1.99M 0.57%
37,394
-34,654
42
$1.96M 0.57%
336,431
+16,551
43
$1.96M 0.57%
18,393
+3,342
44
$1.94M 0.56%
48,230
+484
45
$1.9M 0.55%
11,468
-1,048
46
$1.88M 0.54%
32,465
+16,154
47
$1.85M 0.53%
8,916
-72
48
$1.81M 0.52%
11,013
-567
49
$1.77M 0.51%
88,777
+67,504
50
$1.76M 0.51%
19,271
-681
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