ACP

Aviance Capital Partners Portfolio holdings

AUM $868M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.35M
3
+$1.29M
4
BKCC
BlackRock Capital Investment Corporation
BKCC
+$1.19M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.08M

Top Sells

1
+$3.12M
2
+$1.8M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
QRVO icon
Qorvo
QRVO
+$1.07M

Sector Composition

1 Healthcare 29.24%
2 Financials 16%
3 Technology 9.12%
4 Industrials 6.68%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
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