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
$703M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$4.07M
3
+$3.84M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1
+$8.94M
2
+$3.61M
3
+$1.98M
4
LLY icon
Eli Lilly
LLY
+$1.3M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$1.09M

Sector Composition

1 Technology 24.37%
2 Financials 14.66%
3 Healthcare 13.08%
4 Consumer Discretionary 9.49%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$728K 0.1%
6,166
177
$723K 0.1%
10,217
+36
178
$718K 0.1%
1,615
+82
179
$700K 0.1%
6,355
+130
180
$696K 0.1%
16,623
-1,055
181
$684K 0.1%
2,501
+1
182
$670K 0.1%
12,420
+470
183
$666K 0.09%
7,000
184
$665K 0.09%
7,194
185
$662K 0.09%
11,053
+53
186
$656K 0.09%
12,891
-1,009
187
$645K 0.09%
+1,649
188
$633K 0.09%
10,650
+1,450
189
$629K 0.09%
48,833
-5,018
190
$626K 0.09%
7,139
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191
$625K 0.09%
1,992
+34
192
$599K 0.09%
13,125
+1,125
193
$591K 0.08%
98,920
-10,423
194
$590K 0.08%
10,085
195
$588K 0.08%
9,956
-1,713
196
$581K 0.08%
7,487
+102
197
$572K 0.08%
5,640
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198
$570K 0.08%
24,000
199
$563K 0.08%
5,601
+2
200
$547K 0.08%
26,085
6 7
8
9 10