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
$291M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$4.07M
3 +$2.27M
4
BABA icon
Alibaba
BABA
+$1.99M
5
BIIB icon
Biogen
BIIB
+$1.6M

Top Sells

1 +$1.19M
2 +$1.16M
3 +$634K
4
HIG icon
Hartford Financial Services
HIG
+$580K
5
KMI icon
Kinder Morgan
KMI
+$485K

Sector Composition

1 Healthcare 27.67%
2 Technology 15.37%
3 Financials 14.12%
4 Consumer Staples 6.34%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-15,615
202
-11,100