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
$472M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.36M
3
+$1.59M
4
FSLR icon
First Solar
FSLR
+$1.24M
5
FFIV icon
F5
FFIV
+$952K

Top Sells

1
+$6.3M
2
+$5.12M
3
+$4.2M
4
NVDA icon
NVIDIA
NVDA
+$3.12M
5
RCL icon
Royal Caribbean
RCL
+$1.42M

Sector Composition

1 Technology 24.02%
2 Financials 14.58%
3 Healthcare 13.4%
4 Communication Services 7.03%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 0.99%
9
27
$4.56M 0.96%
18,142
+1,584
28
$4.36M 0.92%
84,247
-1,660
29
$4.31M 0.91%
18,148
+165
30
$4.25M 0.9%
39,619
-125
31
$4.24M 0.9%
17,241
+4
32
$4.09M 0.87%
24,732
+339
33
$4.06M 0.86%
28,283
+2,614
34
$4.03M 0.85%
+23,383
35
$3.55M 0.75%
23,387
+182
36
$3.53M 0.75%
243,381
+9,631
37
$3.36M 0.71%
+29,510
38
$3.04M 0.64%
27,504
+1,695
39
$3.04M 0.64%
18,716
-2,039
40
$3.01M 0.64%
8,200
+1,666
41
$2.73M 0.58%
23,646
-400
42
$2.72M 0.58%
58,737
+1,912
43
$2.58M 0.55%
70,225
+17
44
$2.53M 0.54%
28,385
+3,221
45
$2.53M 0.54%
6,426
46
$2.42M 0.51%
58,263
+3,572
47
$2.39M 0.51%
11,524
48
$2.26M 0.48%
24,351
-904
49
$2.26M 0.48%
215,894
-1,323
50
$2.19M 0.46%
155,489
-29
1
2
3 4 5