ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+14.8%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$349M
AUM Growth
+$64.6M
(+23%)
Cap. Flow
+$29.8M
Cap. Flow
% of AUM
8.53%
Top 10 Holdings %
Top 10 Hldgs %
37.5%
Holding
225
New
18
Increased
78
Reduced
85
Closed
16
Top Buys
| 1 |
NVIDIA
NVDA
|
+$18M |
| 2 |
Apple
AAPL
|
+$7.38M |
| 3 |
Netflix
NFLX
|
+$1.78M |
| 4 |
Evercore
EVR
|
+$1.39M |
| 5 |
Lam Research
LRCX
|
+$1.38M |
Top Sells
| 1 |
Boeing
BA
|
+$2.7M |
| 2 |
Arrow Electronics
ARW
|
+$1.4M |
| 3 |
CELG
Celgene Corp
CELG
|
+$1.2M |
| 4 |
NWLI
National Western Life Group, Inc. Class A
NWLI
|
+$1.19M |
| 5 |
Amgen
AMGN
|
+$1.14M |
Sector Composition
| 1 | Technology | 23.54% |
| 2 | Financials | 15.72% |
| 3 | Healthcare | 13.59% |
| 4 | Communication Services | 7.92% |
| 5 | Industrials | 6.66% |
