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
126
$488K 0.2%
8,575
-450
127
$486K 0.2%
6,128
+13
128
$485K 0.2%
17,530
+355
129
$442K 0.18%
8,738
-907
130
$430K 0.18%
5,575
131
$429K 0.18%
14,100
-51,760
132
$426K 0.17%
17,229
-10,129
133
$423K 0.17%
10,075
134
$422K 0.17%
49,250
-8,010
135
$421K 0.17%
3,877
-6,981
136
$411K 0.17%
10,361
-3,303
137
$403K 0.17%
5,800
138
$403K 0.17%
+10,000
139
$400K 0.16%
8,207
140
$375K 0.15%
3,805
+1,205
141
$363K 0.15%
16,815
142
$357K 0.15%
6,696
-42
143
$354K 0.15%
4,000
144
$349K 0.14%
+4,618
145
$347K 0.14%
+11,178
146
$344K 0.14%
4,785
-546
147
$344K 0.14%
5,382
148
$336K 0.14%
2,616
+718
149
$332K 0.14%
13,600
-10,928
150
$325K 0.13%
5,673
-1,112
4 5
6
7 8