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
126
$1.25M 0.19%
17,251
+2,123
127
$1.25M 0.19%
121,893
+3,101
128
$1.24M 0.18%
26,084
-1,057
129
$1.24M 0.18%
126,836
+5,514
130
$1.17M 0.17%
9,708
-795
131
$1.16M 0.17%
75,526
+84
132
$1.12M 0.17%
5,475
133
$1.12M 0.17%
6,448
+797
134
$1.1M 0.16%
18,272
+1,220
135
$1.1M 0.16%
29,636
+22,901
136
$1.09M 0.16%
20,000
-10,000
137
$1.08M 0.16%
9,816
-42
138
$1.08M 0.16%
21,306
-1,228
139
$1.08M 0.16%
64,931
+1,829
140
$1.06M 0.16%
+2,220
141
$1.05M 0.16%
+6,500
142
$1.03M 0.15%
67,181
-1,456
143
$1.02M 0.15%
+2,129
144
$1.01M 0.15%
20,200
+200
145
$1M 0.15%
57,740
+2,164
146
$993K 0.15%
28,623
+2,942
147
$989K 0.15%
119,295
+7,091
148
$975K 0.14%
9,073
+185
149
$973K 0.14%
+4,917
150
$963K 0.14%
17,678
+1,110
4 5
6
7 8