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
51
$1.3M 0.54%
36,114
-2,696
52
$1.28M 0.53%
44,216
-350
53
$1.27M 0.52%
+16,114
54
$1.27M 0.52%
32,059
-1,958
55
$1.27M 0.52%
5,365
-1,149
56
$1.25M 0.51%
+6,043
57
$1.22M 0.5%
32,811
-1,907
58
$1.22M 0.5%
43,425
-2,538
59
$1.21M 0.5%
5,445
+1,946
60
$1.19M 0.49%
25,669
+928
61
$1.19M 0.49%
6,652
+3,877
62
$1.18M 0.49%
63,788
-2,765
63
$1.18M 0.48%
96,607
-5,568
64
$1.16M 0.47%
155,084
+66,043
65
$1.15M 0.47%
20,769
+6,374
66
$1.13M 0.47%
89,419
-5,758
67
$1.13M 0.46%
21,019
-1,207
68
$1.13M 0.46%
76,575
+21,141
69
$1.12M 0.46%
+16,080
70
$1.12M 0.46%
22,684
+3,576
71
$1.1M 0.45%
11,264
+4,198
72
$1.1M 0.45%
49,173
-2,623
73
$1.07M 0.44%
12,763
+3,993
74
$1.07M 0.44%
23,107
+4,833
75
$1.03M 0.42%
24,212
-1,404
1 2
3
4 5