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
$703M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.84M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1
+$8.94M
2
+$3.61M
3
+$1.98M
4
LLY icon
Eli Lilly
LLY
+$1.3M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.09M

Sector Composition

1 Technology 24.37%
2 Financials 14.66%
3 Healthcare 13.08%
4 Consumer Discretionary 9.49%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 0.82%
21,916
+442
27
$5.73M 0.82%
39,200
+1,382
28
$5.64M 0.8%
90,050
+65,050
29
$5.17M 0.74%
29,838
+294
30
$5.04M 0.72%
18,929
+625
31
$4.97M 0.71%
40,149
+31
32
$4.77M 0.68%
192,052
+6,197
33
$4.7M 0.67%
94,072
-5,026
34
$4.57M 0.65%
25,129
-12
35
$4.49M 0.64%
10,177
-234
36
$4.4M 0.63%
27,115
+25,105
37
$4.39M 0.62%
48,192
-272
38
$4.37M 0.62%
11,404
+2,004
39
$4.36M 0.62%
12,671
+595
40
$4.36M 0.62%
69,125
-88
41
$4.27M 0.61%
16,613
+270
42
$4.17M 0.59%
45,000
+4,000
43
$4.07M 0.58%
85,578
+2,287
44
$3.99M 0.57%
153,360
-7,076
45
$3.91M 0.56%
94,132
-2,362
46
$3.84M 0.55%
4,244
-1,431
47
$3.66M 0.52%
17,623
+80
48
$3.34M 0.48%
14,437
+46
49
$3.29M 0.47%
33,170
+392
50
$3.02M 0.43%
28,309
+630
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