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
$346M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.37M
3
+$1.35M
4
AMZN icon
Amazon
AMZN
+$1.35M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.31M

Top Sells

1
+$279M
2
+$1.84M
3
+$1.44M
4
ABT icon
Abbott
ABT
+$1.34M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.27M

Sector Composition

1 Financials 17.02%
2 Technology 15.36%
3 Healthcare 15.23%
4 Consumer Discretionary 9.3%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.5%
13,003
+1
52
$1.72M 0.5%
22,908
+85
53
$1.7M 0.49%
91,792
+2,603
54
$1.69M 0.49%
9,190
-236
55
$1.68M 0.48%
15,992
-105
56
$1.62M 0.47%
62,052
+8,046
57
$1.62M 0.47%
49,318
-3,678
58
$1.61M 0.47%
16,890
-540
59
$1.49M 0.43%
119,240
+320
60
$1.47M 0.42%
115,695
+11,303
61
$1.44M 0.42%
100,921
+12,387
62
$1.44M 0.42%
61,408
-2,752
63
$1.42M 0.41%
14,800
+81
64
$1.39M 0.4%
24,978
+204
65
$1.38M 0.4%
82,682
+2,072
66
$1.36M 0.39%
4,421
+29
67
$1.33M 0.38%
62,400
-753
68
$1.28M 0.37%
24,106
-12
69
$1.26M 0.37%
27,618
-32
70
$1.25M 0.36%
29,135
+1,322
71
$1.25M 0.36%
23,851
+205
72
$1.25M 0.36%
51,357
-3,568
73
$1.22M 0.35%
6,195
-400
74
$1.19M 0.34%
12,160
75
$1.18M 0.34%
38,398
+350
1 2
3
4 5