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
$185M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$6.58M
3 +$4.8M
4
PFE icon
Pfizer
PFE
+$3.87M
5
BA icon
Boeing
BA
+$3.87M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.92%
2 Financials 17.16%
3 Technology 11.72%
4 Energy 10.9%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$227K 0.12%
+4,500
177
$223K 0.12%
+8,779
178
$222K 0.12%
+7,087
179
$222K 0.12%
+16,893
180
$212K 0.11%
+3,701
181
$196K 0.11%
+11,100
182
$182K 0.1%
+10,110
183
$170K 0.09%
+10,375
184
$163K 0.09%
+6,815
185
$139K 0.08%
+13,778
186
$132K 0.07%
+10,000
187
$126K 0.07%
+15,459
188
$112K 0.06%
+10,329
189
$89K 0.05%
+11,670
190
$88K 0.05%
+23,591
191
$86K 0.05%
+16,017
192
$86K 0.05%
+14,040
193
$47K 0.03%
+25,000
194
$41K 0.02%
+5,251