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
$291M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$4.07M
3
+$2.27M
4
BABA icon
Alibaba
BABA
+$1.99M
5
BIIB icon
Biogen
BIIB
+$1.6M

Top Sells

1
+$1.19M
2
+$1.16M
3
+$634K
4
HIG icon
Hartford Financial Services
HIG
+$580K
5
KMI icon
Kinder Morgan
KMI
+$485K

Sector Composition

1 Healthcare 27.67%
2 Technology 15.37%
3 Financials 14.12%
4 Consumer Staples 6.34%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.51%
19,209
+3,129
52
$1.45M 0.5%
48,474
+4,258
53
$1.43M 0.49%
46,564
+1,176
54
$1.42M 0.49%
48,390
-2,634
55
$1.37M 0.47%
5,431
-14
56
$1.33M 0.46%
12,538
-2,962
57
$1.31M 0.45%
29,129
+22,451
58
$1.3M 0.45%
94,586
-2,021
59
$1.3M 0.45%
33,336
+1,277
60
$1.29M 0.44%
95,508
+6,089
61
$1.28M 0.44%
11,870
-2,518
62
$1.27M 0.44%
6,249
+884
63
$1.27M 0.44%
22,512
+1,493
64
$1.24M 0.43%
41,434
-1,991
65
$1.23M 0.42%
65,470
+1,682
66
$1.23M 0.42%
25,403
-266
67
$1.19M 0.41%
13,262
+2,776
68
$1.18M 0.4%
27,455
+3,243
69
$1.17M 0.4%
87,022
+12,219
70
$1.17M 0.4%
14,076
+1,313
71
$1.16M 0.4%
11,333
+69
72
$1.15M 0.39%
31,415
-4,699
73
$1.13M 0.39%
13,215
+6,631
74
$1.13M 0.39%
16,659
+2,303
75
$1.11M 0.38%
35,002
-11,949
1 2
3
4 5