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
$244M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.19M
3
+$1.68M
4
PANW icon
Palo Alto Networks
PANW
+$1.46M
5
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.43M

Top Sells

1
+$1.72M
2
+$1.57M
3
+$1.51M
4
TTM
Tata Motors Limited
TTM
+$1.47M
5
QRVO icon
Qorvo
QRVO
+$1.27M

Sector Composition

1 Healthcare 28.94%
2 Financials 15.14%
3 Technology 9.99%
4 Consumer Staples 6.65%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.42%
18,623
+2,714
77
$1.02M 0.42%
25,452
+5,226
78
$1.01M 0.42%
24,418
-1,248
79
$1.01M 0.41%
74,803
-4,253
80
$984K 0.4%
158,485
+75,508
81
$953K 0.39%
10,101
-500
82
$939K 0.39%
10,486
-591
83
$918K 0.38%
20,051
-498
84
$901K 0.37%
12,160
85
$897K 0.37%
28,823
+8,598
86
$895K 0.37%
7,224
+520
87
$891K 0.37%
9,865
+923
88
$888K 0.36%
16,500
89
$888K 0.36%
72,427
-9,477
90
$885K 0.36%
16,635
-619
91
$863K 0.35%
14,356
-901
92
$849K 0.35%
91,415
-1,592
93
$814K 0.33%
17,575
+2,035
94
$809K 0.33%
3,413
-874
95
$808K 0.33%
7,199
-1,301
96
$806K 0.33%
14,818
+428
97
$801K 0.33%
18,487
-1,623
98
$795K 0.33%
17,793
-605
99
$773K 0.32%
10,665
-400
100
$769K 0.32%
16,322
+70
2 3
4
5 6