ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
This Quarter Return
+3.02%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$284M
AUM Growth
+$284M
(+0.2%)
Cap. Flow
-$4.64M
Cap. Flow
% of AUM
-1.63%
Top 10 Holdings %
Top 10 Hldgs %
31.8%
Holding
222
New
17
Increased
85
Reduced
75
Closed
19
Top Buys
| 1 |
Exxon Mobil
XOM
|
$3.21M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.01M |
| 3 |
Equifax
EFX
|
$1.21M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.18M |
| 5 |
APC
Anadarko Petroleum
APC
|
$1.14M |
Top Sells
| 1 |
MGM Resorts International
MGM
|
$2.08M |
| 2 |
Cigna
CI
|
$1.7M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.55M |
| 4 |
KRONOS Worldwide
KRO
|
$1.34M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.34M |
Sector Composition
| 1 | Healthcare | 21.02% |
| 2 | Financials | 16.93% |
| 3 | Technology | 13.48% |
| 4 | Consumer Staples | 6.92% |
| 5 | Industrials | 6.03% |
