ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+3.83%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$362M
AUM Growth
+$13.1M
(+3.8%)
Cap. Flow
+$4.01M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
35%
Holding
221
New
12
Increased
88
Reduced
76
Closed
8
Top Buys
| 1 |
Alibaba
BABA
|
$12.9M |
| 2 |
Amazon
AMZN
|
$12.4M |
| 3 |
Advanced Micro Devices
AMD
|
$3.04M |
| 4 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$1.71M |
| 5 |
Roku
ROKU
|
$1.23M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$16.4M |
| 2 |
Apple
AAPL
|
$15.9M |
| 3 |
Visa
V
|
$1.46M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$925K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$808K |
Sector Composition
| 1 | Financials | 16.7% |
| 2 | Technology | 14.8% |
| 3 | Healthcare | 13.63% |
| 4 | Consumer Discretionary | 13.18% |
| 5 | Communication Services | 8.34% |
