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
$566M
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$2.34M
3
+$1.99M
4
META icon
Meta Platforms (Facebook)
META
+$1.83M
5
SLQT icon
SelectQuote
SLQT
+$1.76M

Top Sells

1
+$4.67M
2
+$3.08M
3
+$3.04M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.3M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.15M

Sector Composition

1 Technology 23.54%
2 Financials 18.11%
3 Healthcare 10.39%
4 Communication Services 9.21%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.32%
32,225
-1,237
77
$1.79M 0.32%
39,370
+1,872
78
$1.78M 0.32%
23,760
+311
79
$1.78M 0.32%
431,980
+199,886
80
$1.77M 0.31%
21,634
+64
81
$1.76M 0.31%
+136,435
82
$1.75M 0.31%
163,774
+6,380
83
$1.74M 0.31%
132,071
-64,495
84
$1.73M 0.31%
52,585
-313
85
$1.72M 0.3%
63,600
-631
86
$1.72M 0.3%
227,211
+13,101
87
$1.72M 0.3%
117,163
+2,304
88
$1.71M 0.3%
75,481
-3,038
89
$1.69M 0.3%
82,796
+5,330
90
$1.68M 0.3%
51,244
+16
91
$1.64M 0.29%
57,686
-2,792
92
$1.63M 0.29%
+33,036
93
$1.61M 0.29%
161,720
+7,782
94
$1.59M 0.28%
+156,749
95
$1.59M 0.28%
38,366
+112
96
$1.58M 0.28%
6,000
97
$1.58M 0.28%
120,001
+5,058
98
$1.57M 0.28%
+45,344
99
$1.55M 0.27%
40,048
+1,394
100
$1.52M 0.27%
27,534
-1,786
2 3
4
5 6