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
$450M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.52M
3
+$1.25M
4
NVDA icon
NVIDIA
NVDA
+$1.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$778K

Top Sells

1
+$1.93M
2
+$1.86M
3
+$1.38M
4
SU icon
Suncor Energy
SU
+$1.24M
5
NFLX icon
Netflix
NFLX
+$1.2M

Sector Composition

1 Technology 20.6%
2 Healthcare 14.76%
3 Financials 14.12%
4 Consumer Discretionary 7.11%
5 Communication Services 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.46%
12,542
52
$2.06M 0.46%
+6,484
53
$2.03M 0.45%
52,577
+2,087
54
$2.01M 0.45%
38,379
-134
55
$1.95M 0.43%
101,133
+2,938
56
$1.94M 0.43%
155,518
+2,102
57
$1.91M 0.42%
78,312
+1,803
58
$1.9M 0.42%
101,291
+2,336
59
$1.84M 0.41%
6,000
60
$1.82M 0.4%
40,968
+395
61
$1.8M 0.4%
16,301
+1,068
62
$1.76M 0.39%
9,666
+1,051
63
$1.74M 0.39%
124,022
+3,011
64
$1.7M 0.38%
4,143
-87
65
$1.7M 0.38%
7,619
+677
66
$1.67M 0.37%
7,325
+61
67
$1.66M 0.37%
59,704
+1,686
68
$1.65M 0.37%
51,083
+600
69
$1.64M 0.37%
142,895
+1,870
70
$1.63M 0.36%
34,220
-23
71
$1.61M 0.36%
67,269
+1,431
72
$1.61M 0.36%
30,000
73
$1.6M 0.36%
51,128
+4,186
74
$1.57M 0.35%
4,803
-63
75
$1.57M 0.35%
17,857
+206
1 2
3
4 5