ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
+10.11%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$600M
AUM Growth
+$34.1M
(+6%)
Cap. Flow
-$2.6M
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
267
New
15
Increased
82
Reduced
106
Closed
16
Top Buys
| 1 |
ASML
ASML
|
$8.54M |
| 2 |
Unity
U
|
$5.72M |
| 3 |
Linde
LIN
|
$5.61M |
| 4 |
Coinbase
COIN
|
$3.79M |
| 5 |
Walt Disney
DIS
|
$1.73M |
Top Sells
| 1 |
Alibaba
BABA
|
$6.23M |
| 2 |
Roku
ROKU
|
$3.68M |
| 3 |
PayPal
PYPL
|
$3.16M |
| 4 |
DocuSign
DOCU
|
$2.33M |
| 5 |
Biogen
BIIB
|
$2.12M |
Sector Composition
| 1 | Technology | 28.05% |
| 2 | Financials | 17.18% |
| 3 | Healthcare | 10.69% |
| 4 | Communication Services | 8.47% |
| 5 | Consumer Discretionary | 6.75% |
