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
$703M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.84M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1
+$8.94M
2
+$3.61M
3
+$1.98M
4
LLY icon
Eli Lilly
LLY
+$1.3M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.09M

Sector Composition

1 Technology 24.37%
2 Financials 14.66%
3 Healthcare 13.08%
4 Consumer Discretionary 9.49%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.43%
6,289
-92
52
$2.99M 0.42%
11,717
+15
53
$2.97M 0.42%
16,193
+953
54
$2.94M 0.42%
35,109
-920
55
$2.92M 0.42%
5,362
+758
56
$2.88M 0.41%
10,904
57
$2.86M 0.41%
53,699
+2,052
58
$2.65M 0.38%
148,654
-1,017
59
$2.64M 0.38%
5,840
+140
60
$2.59M 0.37%
8,645
-206
61
$2.58M 0.37%
15,669
+113
62
$2.57M 0.37%
6,007
+7
63
$2.56M 0.36%
3,108
-442
64
$2.53M 0.36%
21,950
-317
65
$2.52M 0.36%
40,474
-1,318
66
$2.51M 0.36%
89,718
-1,936
67
$2.51M 0.36%
8,391
-21
68
$2.49M 0.35%
24,727
+1,673
69
$2.47M 0.35%
7,683
+58
70
$2.46M 0.35%
85,485
-1,563
71
$2.44M 0.35%
6,530
-245
72
$2.41M 0.34%
21,090
+15,553
73
$2.39M 0.34%
22,962
+183
74
$2.37M 0.34%
12,984
+514
75
$2.33M 0.33%
16,321
+98
1 2
3
4 5