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
$673M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$9.06M
3
+$8.94M
4
TSLA icon
Tesla
TSLA
+$8.78M
5
JPM icon
JPMorgan Chase
JPM
+$6.86M

Top Sells

1
+$2.12M
2
+$1.72M
3
+$1.18M
4
FFIV icon
F5
FFIV
+$1.14M
5
QCOM icon
Qualcomm
QCOM
+$924K

Sector Composition

1 Technology 21.35%
2 Financials 15.13%
3 Healthcare 14.33%
4 Consumer Discretionary 11.2%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.43%
41,000
+6,000
52
$2.83M 0.42%
6,381
+1,867
53
$2.78M 0.41%
+6,775
54
$2.72M 0.4%
15,556
+6,825
55
$2.7M 0.4%
10,904
56
$2.66M 0.4%
3,632
+2,160
57
$2.63M 0.39%
6,000
58
$2.63M 0.39%
149,671
+4,526
59
$2.63M 0.39%
41,792
+1,815
60
$2.62M 0.39%
87,048
+1,448
61
$2.59M 0.38%
22,779
+13,009
62
$2.56M 0.38%
8,851
+913
63
$2.54M 0.38%
91,654
+25,166
64
$2.54M 0.38%
+7,625
65
$2.48M 0.37%
+3,550
66
$2.44M 0.36%
8,412
+397
67
$2.41M 0.36%
55,681
+853
68
$2.41M 0.36%
4,604
+1,393
69
$2.38M 0.35%
5,700
+1,045
70
$2.35M 0.35%
9,411
+2,485
71
$2.32M 0.35%
36,029
+1,405
72
$2.32M 0.35%
15,240
+7,979
73
$2.32M 0.34%
23,054
-775
74
$2.28M 0.34%
12,470
+378
75
$2.17M 0.32%
+8,100
1 2
3
4 5