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
76
$2.25M 0.32%
9,414
+3
77
$2.23M 0.32%
14,262
+1,297
78
$2.23M 0.32%
32,932
-110
79
$2.14M 0.3%
54,660
-1,021
80
$2.08M 0.3%
16,798
+523
81
$1.99M 0.28%
19,873
+2,123
82
$1.97M 0.28%
38,021
-1,271
83
$1.96M 0.28%
73,031
+362
84
$1.95M 0.28%
8,632
+11
85
$1.93M 0.27%
35,066
-2,894
86
$1.92M 0.27%
8,109
+9
87
$1.91M 0.27%
7,128
88
$1.89M 0.27%
8,872
+123
89
$1.89M 0.27%
58,735
-5,465
90
$1.86M 0.27%
19,193
+215
91
$1.86M 0.26%
36,370
-1,928
92
$1.85M 0.26%
51,530
-2,397
93
$1.84M 0.26%
3,316
-24
94
$1.83M 0.26%
40,171
+1,275
95
$1.8M 0.26%
13,016
-156
96
$1.75M 0.25%
20,000
+16,000
97
$1.74M 0.25%
3,187
-344
98
$1.74M 0.25%
6,764
-257
99
$1.71M 0.24%
17,506
+2,506
100
$1.68M 0.24%
35,087
+1,104
2 3
4
5 6