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
76
$2.14M 0.32%
39,292
+8,416
77
$2.14M 0.32%
16,275
-309
78
$2.12M 0.32%
8,621
+4,138
79
$2.11M 0.31%
7,021
+1,100
80
$2.08M 0.31%
16,223
+1,017
81
$2.06M 0.31%
38,298
+2,283
82
$2.05M 0.31%
64,200
+15,780
83
$2.05M 0.3%
12,965
+7,800
84
$1.99M 0.3%
33,042
+13,788
85
$1.98M 0.3%
5,081
+900
86
$1.98M 0.29%
53,927
+1,883
87
$1.98M 0.29%
72,669
+1,201
88
$1.96M 0.29%
13,172
+524
89
$1.91M 0.28%
+37,960
90
$1.87M 0.28%
3,771
+2,870
91
$1.86M 0.28%
18,978
-894
92
$1.86M 0.28%
3,531
+255
93
$1.85M 0.28%
+7,128
94
$1.8M 0.27%
8,749
+5,044
95
$1.77M 0.26%
+87,200
96
$1.72M 0.26%
17,750
+2,552
97
$1.7M 0.25%
38,896
+1,386
98
$1.69M 0.25%
3,340
-77
99
$1.67M 0.25%
20,000
100
$1.66M 0.25%
24,665
+1,303
2 3
4
5 6