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
$472M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.36M
3
+$1.59M
4
FSLR icon
First Solar
FSLR
+$1.24M
5
FFIV icon
F5
FFIV
+$952K

Top Sells

1
+$6.3M
2
+$5.12M
3
+$4.2M
4
NVDA icon
NVIDIA
NVDA
+$3.12M
5
RCL icon
Royal Caribbean
RCL
+$1.42M

Sector Composition

1 Technology 24.02%
2 Financials 14.58%
3 Healthcare 13.4%
4 Communication Services 7.03%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.46%
48,308
+1,762
52
$2.18M 0.46%
41,131
+163
53
$2.18M 0.46%
12,536
-6
54
$2.13M 0.45%
7,233
+749
55
$2.08M 0.44%
53,055
+478
56
$2.04M 0.43%
8,232
+907
57
$1.99M 0.42%
6,000
58
$1.97M 0.42%
103,196
+1,905
59
$1.94M 0.41%
19,780
-1,359
60
$1.88M 0.4%
127,383
+3,361
61
$1.86M 0.39%
4,188
+45
62
$1.82M 0.39%
38,204
+287
63
$1.8M 0.38%
34,651
-3,728
64
$1.79M 0.38%
9,672
+6
65
$1.78M 0.38%
8,434
+2,166
66
$1.78M 0.38%
22,527
+536
67
$1.77M 0.37%
45,015
-77
68
$1.76M 0.37%
74,665
-3,647
69
$1.76M 0.37%
30,000
70
$1.75M 0.37%
9,200
+6,500
71
$1.75M 0.37%
93,214
+9,298
72
$1.71M 0.36%
55,652
-4,052
73
$1.7M 0.36%
106,537
+5,404
74
$1.69M 0.36%
30,022
75
$1.69M 0.36%
3,460
+92
1 2
3
4 5