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
151
$963K 0.14%
72,931
+4,208
152
$929K 0.13%
5,475
153
$928K 0.13%
2,726
+46
154
$921K 0.13%
6,525
-12
155
$913K 0.13%
3,656
-14
156
$891K 0.13%
3,453
+453
157
$882K 0.13%
6,445
+51
158
$881K 0.13%
6,241
+413
159
$878K 0.12%
4,407
-35
160
$876K 0.12%
10,426
+1,125
161
$873K 0.12%
29,446
+1,716
162
$839K 0.12%
4,025
-50
163
$835K 0.12%
30,221
+1,804
164
$826K 0.12%
55,233
-9,698
165
$821K 0.12%
6,928
166
$818K 0.12%
+5,002
167
$811K 0.12%
15,279
+34
168
$785K 0.11%
3,857
+49
169
$776K 0.11%
29,188
170
$766K 0.11%
3,385
-101
171
$762K 0.11%
9,461
+101
172
$760K 0.11%
7,325
+544
173
$751K 0.11%
31,145
+1,160
174
$751K 0.11%
+13,100
175
$749K 0.11%
12,017
+1,743
5 6
7
8 9