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
101
$737K 0.3%
17,955
+5,750
102
$726K 0.3%
44,514
+5,730
103
$715K 0.29%
12,490
+5,951
104
$707K 0.29%
29,105
-1,585
105
$700K 0.29%
7,034
-1,195
106
$682K 0.28%
10,620
-531
107
$665K 0.27%
13,850
-10,395
108
$637K 0.26%
23,944
-2,114
109
$628K 0.26%
11,218
-1,845
110
$625K 0.26%
21,750
-2,040
111
$614K 0.25%
6,281
-819
112
$597K 0.25%
9,400
-138
113
$596K 0.24%
6,584
-6,157
114
$595K 0.24%
7,400
115
$590K 0.24%
+20,000
116
$589K 0.24%
48,640
+3,600
117
$586K 0.24%
6,500
118
$565K 0.23%
4,651
+186
119
$559K 0.23%
5,114
+1,835
120
$556K 0.23%
6,505
-777
121
$549K 0.23%
+26,721
122
$530K 0.22%
4,335
123
$529K 0.22%
47,808
-10,930
124
$525K 0.22%
2,837
-350
125
$498K 0.2%
9,575
-1,300
3 4
5
6 7