ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+14.06%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$494M
AUM Growth
+$50M
(+11%)
Cap. Flow
+$2.76M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
32.33%
Holding
264
New
27
Increased
74
Reduced
107
Closed
11
Top Buys
| 1 |
Alibaba
BABA
|
$11.6M |
| 2 |
Shopify
SHOP
|
$3.88M |
| 3 |
NVIDIA
NVDA
|
$3.72M |
| 4 |
PayPal
PYPL
|
$3.72M |
| 5 |
Cisco
CSCO
|
$3.3M |
Top Sells
| 1 |
Adobe
ADBE
|
$5.07M |
| 2 |
Apple
AAPL
|
$4.61M |
| 3 |
Netflix
NFLX
|
$3.79M |
| 4 |
Simon Property Group
SPG
|
$3.25M |
| 5 |
Carnival Corp
CCL
|
$3.05M |
Sector Composition
| 1 | Technology | 24.15% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 12.75% |
| 4 | Healthcare | 10.81% |
| 5 | Communication Services | 9.74% |
