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
$566M
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$2.34M
3
+$1.99M
4
META icon
Meta Platforms (Facebook)
META
+$1.83M
5
SLQT icon
SelectQuote
SLQT
+$1.76M

Top Sells

1
+$4.67M
2
+$3.08M
3
+$3.04M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.3M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.15M

Sector Composition

1 Technology 23.54%
2 Financials 18.11%
3 Healthcare 10.39%
4 Communication Services 9.21%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.47%
20,854
-960
52
$2.64M 0.47%
22,685
-941
53
$2.47M 0.44%
7,093
-204
54
$2.47M 0.44%
24,192
-1,332
55
$2.37M 0.42%
14,654
-323
56
$2.37M 0.42%
15,440
+223
57
$2.36M 0.42%
40,129
-52,427
58
$2.34M 0.41%
+20,397
59
$2.33M 0.41%
9,030
+5,000
60
$2.23M 0.39%
21,168
-473
61
$2.19M 0.39%
30,000
62
$2.17M 0.38%
38,572
+4,711
63
$2.15M 0.38%
10,871
64
$2.12M 0.38%
12,672
-123
65
$2.09M 0.37%
86,690
+1,360
66
$2.06M 0.36%
5,751
+515
67
$2M 0.35%
40,328
+620
68
$1.97M 0.35%
19,533
+2,826
69
$1.91M 0.34%
60,270
+11,190
70
$1.9M 0.34%
107,333
-2,974
71
$1.9M 0.33%
57,733
+5,501
72
$1.89M 0.33%
66,446
+1,548
73
$1.88M 0.33%
140,723
+2,408
74
$1.86M 0.33%
88,285
+899
75
$1.84M 0.33%
7,250
1 2
3
4 5