ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+3.89%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$303M
AUM Growth
+$7.35M
(+2.5%)
Cap. Flow
-$270K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
31.38%
Holding
225
New
20
Increased
72
Reduced
90
Closed
10
Top Buys
| 1 |
DuPont de Nemours
DD
|
$1.18M |
| 2 |
Bank of America
BAC
|
$1.1M |
| 3 |
Charles Schwab
SCHW
|
$1.05M |
| 4 |
Synchrony
SYF
|
$1.05M |
| 5 |
Teck Resources
TECK
|
$1M |
Top Sells
| 1 |
Intel
INTC
|
$2.52M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.79M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.46M |
| 4 |
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
|
$1.19M |
| 5 |
British American Tobacco
BTI
|
$929K |
Sector Composition
| 1 | Financials | 18.52% |
| 2 | Healthcare | 18.23% |
| 3 | Technology | 15.63% |
| 4 | Industrials | 8.58% |
| 5 | Consumer Staples | 5.03% |
