ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
This Quarter Return
+0.29%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$267M
AUM Growth
+$267M
(-2%)
Cap. Flow
-$3.91M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
32.17%
Holding
225
New
8
Increased
91
Reduced
70
Closed
24
Top Buys
| 1 |
Morgan Stanley
MS
|
$1.77M |
| 2 |
Magna International
MGA
|
$1.36M |
| 3 |
Coca-Cola
KO
|
$1.25M |
| 4 |
BKCC
BlackRock Capital Investment Corporation
BKCC
|
$1.17M |
| 5 |
AET
Aetna Inc
AET
|
$1.16M |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.12M |
| 2 |
Qualcomm
QCOM
|
$1.8M |
| 3 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
$1.23M |
| 4 |
Qorvo
QRVO
|
$1.11M |
| 5 |
UnitedHealth
UNH
|
$1.09M |
Sector Composition
| 1 | Healthcare | 29.24% |
| 2 | Financials | 16% |
| 3 | Technology | 9.12% |
| 4 | Industrials | 6.68% |
| 5 | Consumer Staples | 6.24% |
