ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
-0.55%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$287M
AUM Growth
-$3.6M
(-1.2%)
Cap. Flow
+$1.99M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
37.19%
Holding
220
New
27
Increased
42
Reduced
107
Closed
19
Top Buys
| 1 |
Apple
AAPL
|
$5.3M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.27M |
| 3 |
Intel
INTC
|
$2.25M |
| 4 |
IBM
IBM
|
$2.1M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$1.92M |
Top Sells
| 1 |
Walt Disney
DIS
|
$2.46M |
| 2 |
Blackrock
BLK
|
$1.61M |
| 3 |
ACAS
American Capital Ltd
ACAS
|
$1.3M |
| 4 |
AGU
Agrium
AGU
|
$1.19M |
| 5 |
Avnet
AVT
|
$1.18M |
Sector Composition
| 1 | Healthcare | 25.08% |
| 2 | Technology | 19.16% |
| 3 | Financials | 12.43% |
| 4 | Consumer Staples | 6.5% |
| 5 | Consumer Discretionary | 6.27% |
