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
$332M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$7.35M
3
+$3.67M
4
APC
Anadarko Petroleum
APC
+$3.08M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.96M

Top Sells

1
+$2.16M
2
+$856K
3
+$779K
4
MOS icon
The Mosaic Company
MOS
+$746K
5
XRX icon
Xerox
XRX
+$698K

Sector Composition

1 Financials 19.31%
2 Healthcare 16.22%
3 Technology 14.04%
4 Consumer Discretionary 8.17%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$414K 0.12%
9,070
-742
177
$397K 0.12%
+21,126
178
$394K 0.12%
6,846
-11,304
179
$393K 0.12%
32,634
-4,425
180
$385K 0.12%
42,903
-2,850
181
$381K 0.11%
3,341
-44
182
$379K 0.11%
2,129
-48
183
$379K 0.11%
7,087
184
$378K 0.11%
4,365
-226
185
$372K 0.11%
1,978
-62
186
$372K 0.11%
8,929
-62
187
$368K 0.11%
5,030
-500
188
$354K 0.11%
6,878
-650
189
$354K 0.11%
2,205
-20
190
$320K 0.1%
5,144
-394
191
$318K 0.1%
29,946
-6
192
$314K 0.09%
8,000
193
$313K 0.09%
4,613
-1
194
$302K 0.09%
3,100
195
$294K 0.09%
4,555
-413
196
$284K 0.09%
4,575
197
$284K 0.09%
13,540
+2,536
198
$274K 0.08%
2,760
-1,785
199
$272K 0.08%
5,000
200
$259K 0.08%
3,784
-1,569
6 7
8
9 10