ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
This Quarter Return
-15.23%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$285M
AUM Growth
+$285M
(-31%)
Cap. Flow
-$59.4M
Cap. Flow
% of AUM
-20.89%
Top 10 Holdings %
Top 10 Hldgs %
33.01%
Holding
221
New
8
Increased
55
Reduced
118
Closed
14
Top Buys
| 1 |
Apple
AAPL
|
$1.41M |
| 2 |
Applied Materials
AMAT
|
$1.21M |
| 3 |
Visa
V
|
$804K |
| 4 |
Unum
UNM
|
$734K |
| 5 |
Janus Henderson
JHG
|
$663K |
Top Sells
| 1 |
Alibaba
BABA
|
$23.1M |
| 2 |
AGN
Allergan plc
AGN
|
$9.14M |
| 3 |
Amazon
AMZN
|
$7.03M |
| 4 |
Netflix
NFLX
|
$3.24M |
| 5 |
Employers Holdings
EIG
|
$2.16M |
Sector Composition
| 1 | Financials | 17.4% |
| 2 | Technology | 16.58% |
| 3 | Healthcare | 16.57% |
| 4 | Industrials | 8.14% |
| 5 | Communication Services | 7.15% |
