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
$449M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$2.69M
3
+$2.17M
4
APAM icon
Artisan Partners
APAM
+$1.82M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.7M

Top Sells

1
+$5.33M
2
+$4.75M
3
+$4.68M
4
ADBE icon
Adobe
ADBE
+$3.34M
5
NVDA icon
NVIDIA
NVDA
+$3.31M

Sector Composition

1 Technology 20.04%
2 Financials 16.71%
3 Healthcare 15.48%
4 Communication Services 6.8%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.49%
13,072
-1,938
52
$2.19M 0.49%
21,573
-1,190
53
$2.19M 0.49%
109,675
+13,982
54
$2.17M 0.48%
19,041
+2,963
55
$2.12M 0.47%
12,271
+150
56
$2.11M 0.47%
23,184
57
$2.04M 0.45%
39,554
-112
58
$1.99M 0.44%
95,267
+10,854
59
$1.99M 0.44%
67,060
+15
60
$1.98M 0.44%
6,285
-215
61
$1.92M 0.43%
58,360
+9,891
62
$1.91M 0.43%
184,881
+25,312
63
$1.87M 0.42%
142,906
+17,025
64
$1.87M 0.42%
228,415
+29,996
65
$1.83M 0.41%
19,112
+301
66
$1.82M 0.41%
170,241
+22,046
67
$1.82M 0.4%
+51,051
68
$1.74M 0.39%
36,793
-319
69
$1.74M 0.39%
12,541
+1
70
$1.73M 0.38%
202,685
+33,661
71
$1.71M 0.38%
78,222
+10,273
72
$1.7M 0.38%
+49,389
73
$1.7M 0.38%
209,776
+28,700
74
$1.69M 0.38%
107,639
+15,673
75
$1.65M 0.37%
10,598
-280
1 2
3
4 5