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
76
$1.68M 0.36%
51,084
+1
77
$1.67M 0.35%
7,615
-4
78
$1.67M 0.35%
25,372
+1,821
79
$1.63M 0.35%
7,221
-35
80
$1.6M 0.34%
51,624
+496
81
$1.57M 0.33%
3,525
+9
82
$1.56M 0.33%
45,209
+935
83
$1.55M 0.33%
35,085
84
$1.55M 0.33%
98,749
-50
85
$1.54M 0.33%
4,778
-25
86
$1.54M 0.33%
61,804
-5,465
87
$1.53M 0.32%
35,003
+164
88
$1.51M 0.32%
14,073
-2,228
89
$1.51M 0.32%
18,095
+238
90
$1.49M 0.32%
191,579
+3,757
91
$1.49M 0.32%
13,628
-168
92
$1.49M 0.31%
31,606
-2,614
93
$1.46M 0.31%
155,901
+6,805
94
$1.44M 0.31%
144,838
+1,689
95
$1.44M 0.31%
167,522
-8,422
96
$1.43M 0.3%
18,608
+459
97
$1.4M 0.3%
42,006
+4,522
98
$1.39M 0.29%
18,000
99
$1.39M 0.29%
3,760
-662
100
$1.37M 0.29%
12,199
-264
2 3
4
5 6