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
$600M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$5.72M
3
+$5.61M
4
COIN icon
Coinbase
COIN
+$3.79M
5
DIS icon
Walt Disney
DIS
+$1.73M

Top Sells

1
+$6.23M
2
+$3.68M
3
+$3.16M
4
DOCU icon
DocuSign
DOCU
+$2.33M
5
BIIB icon
Biogen
BIIB
+$2.12M

Sector Composition

1 Technology 28.05%
2 Financials 17.18%
3 Healthcare 10.69%
4 Communication Services 8.47%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.45%
15,642
+202
52
$2.68M 0.45%
13,637
+1
53
$2.5M 0.42%
6,959
-134
54
$2.49M 0.41%
40,657
+528
55
$2.46M 0.41%
11,006
-618
56
$2.38M 0.4%
10,871
57
$2.38M 0.4%
20,868
+471
58
$2.3M 0.38%
19,523
-1,331
59
$2.16M 0.36%
38,387
-185
60
$2.15M 0.36%
5,409
-342
61
$2.1M 0.35%
19,434
-1,734
62
$2.1M 0.35%
61,110
+840
63
$2.09M 0.35%
108,345
+1,012
64
$2.05M 0.34%
12,540
-132
65
$2.02M 0.34%
68,206
+1,760
66
$2.02M 0.34%
16,982
-52,413
67
$1.99M 0.33%
77,776
+2,295
68
$1.98M 0.33%
18,101
-1,432
69
$1.96M 0.33%
10,415
-16,779
70
$1.93M 0.32%
39,489
-839
71
$1.9M 0.32%
13,083
-1,571
72
$1.9M 0.32%
58,322
+589
73
$1.86M 0.31%
50,223
-2,362
74
$1.81M 0.3%
23,687
-73
75
$1.81M 0.3%
6,000
1 2
3
4 5