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
101
$1.66M 0.24%
87,800
+600
102
$1.66M 0.24%
81,422
+2,623
103
$1.65M 0.24%
3,249
-522
104
$1.65M 0.24%
98,113
+3,138
105
$1.64M 0.23%
39,850
+2,249
106
$1.57M 0.22%
30,251
-135
107
$1.56M 0.22%
7,316
+16
108
$1.56M 0.22%
20,000
109
$1.55M 0.22%
10,304
110
$1.51M 0.22%
23,792
+158
111
$1.5M 0.21%
57,974
-6,846
112
$1.49M 0.21%
5,420
+25
113
$1.46M 0.21%
168,219
+6,456
114
$1.45M 0.21%
43,702
+1,685
115
$1.44M 0.21%
2,885
+756
116
$1.44M 0.21%
7,500
+500
117
$1.38M 0.2%
34,768
+11,998
118
$1.38M 0.2%
28,417
+1,693
119
$1.36M 0.19%
43,004
+1,779
120
$1.36M 0.19%
5,742
-367
121
$1.35M 0.19%
11,743
122
$1.34M 0.19%
59,613
+2,527
123
$1.29M 0.18%
132,580
+5,744
124
$1.28M 0.18%
31,129
+1,261
125
$1.27M 0.18%
26,992
+908
3 4
5
6 7