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
$673M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$9.06M
3
+$8.94M
4
TSLA icon
Tesla
TSLA
+$8.78M
5
JPM icon
JPMorgan Chase
JPM
+$6.86M

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.18M
4
FFIV icon
F5
FFIV
+$1.14M
5
QCOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.71M 0.85%
9
27
$5.65M 0.84%
18,304
+589
28
$5.45M 0.81%
99,098
+1,316
29
$5.29M 0.79%
40,118
+16,466
30
$5.27M 0.78%
45,366
+8,070
31
$5.23M 0.78%
96,494
+17,396
32
$5.01M 0.75%
10,411
+4,750
33
$5M 0.74%
29,544
+7,860
34
$4.85M 0.72%
25,141
-21
35
$4.63M 0.69%
12,076
+7,959
36
$4.61M 0.69%
185,855
-1,452
37
$4.5M 0.67%
69,213
+48,920
38
$4.45M 0.66%
48,464
+782
39
$4.44M 0.66%
16,343
+116
40
$4.42M 0.66%
5,675
+4,115
41
$4.18M 0.62%
160,436
+622
42
$4.16M 0.62%
83,291
+6,454
43
$4.01M 0.6%
32,778
+4,684
44
$3.63M 0.54%
+17,543
45
$3.49M 0.52%
51,647
+2,210
46
$3.3M 0.49%
11,702
+8,538
47
$3.28M 0.49%
14,391
+2,000
48
$3.01M 0.45%
+9,400
49
$3M 0.45%
27,679
+1,298
50
$2.88M 0.43%
22,267
+701
1
2
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