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
126
$1.23M 0.18%
129,615
-21,489
127
$1.23M 0.17%
128,083
+6,190
128
$1.21M 0.17%
12,686
-440
129
$1.2M 0.17%
17,478
-752
130
$1.19M 0.17%
77,401
+1,875
131
$1.17M 0.17%
23,356
+2,050
132
$1.17M 0.17%
22,931
-1,734
133
$1.08M 0.15%
128,574
+9,279
134
$1.08M 0.15%
20,202
+1,930
135
$1.07M 0.15%
74,578
+16,838
136
$1.05M 0.15%
9,884
+68
137
$1.05M 0.15%
31,065
+2,442
138
$1.04M 0.15%
9,749
+41
139
$1.04M 0.15%
4,550
-367
140
$1.02M 0.15%
6,403
-45
141
$1.02M 0.14%
9,721
+893
142
$1M 0.14%
15,573
+5,515
143
$997K 0.14%
18,387
-1,132
144
$994K 0.14%
29,717
+81
145
$994K 0.14%
33,041
+2,785
146
$991K 0.14%
25,520
-358
147
$990K 0.14%
64,600
-2,581
148
$982K 0.14%
2,252
+32
149
$970K 0.14%
17,120
+1,020
150
$966K 0.14%
9,047
-26
4 5
6
7 8