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
201
$540K 0.08%
4,000
-2,500
202
$538K 0.08%
8,935
-235
203
$529K 0.08%
64,337
+508
204
$529K 0.08%
5,266
+162
205
$523K 0.07%
4,291
206
$517K 0.07%
3,418
+18
207
$514K 0.07%
2,160
208
$509K 0.07%
4,985
-1,339
209
$509K 0.07%
27,038
+457
210
$485K 0.07%
2,467
+27
211
$477K 0.07%
+7,951
212
$473K 0.07%
1,708
+38
213
$470K 0.07%
11,036
+389
214
$460K 0.07%
12,079
+1,028
215
$457K 0.07%
23,888
+828
216
$456K 0.06%
16,111
+1,099
217
$455K 0.06%
2,928
+29
218
$443K 0.06%
10,513
-6,738
219
$437K 0.06%
6,018
+213
220
$436K 0.06%
12,453
221
$430K 0.06%
13,884
+170
222
$424K 0.06%
2,440
+67
223
$423K 0.06%
11,550
224
$414K 0.06%
3,536
+223
225
$412K 0.06%
10,021
+5,001
7 8
9
10 11