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
$244M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.19M
3
+$1.68M
4
PANW icon
Palo Alto Networks
PANW
+$1.46M
5
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.43M

Top Sells

1
+$1.72M
2
+$1.57M
3
+$1.51M
4
TTM
Tata Motors Limited
TTM
+$1.47M
5
QRVO icon
Qorvo
QRVO
+$1.27M

Sector Composition

1 Healthcare 28.94%
2 Financials 15.14%
3 Technology 9.99%
4 Consumer Staples 6.65%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.9M 13.94%
124,872
+487
2
$13.2M 5.44%
427,460
-1,140
3
$5.24M 2.15%
27,653
-468
4
$5.04M 2.07%
33,432
-5,123
5
$4.23M 1.74%
52,651
-5,023
6
$3.85M 1.58%
27,851
-850
7
$3.68M 1.51%
27,267
-493
8
$3.4M 1.39%
76,674
-2,002
9
$3.36M 1.38%
51,792
-162
10
$3.11M 1.28%
32,239
+175
11
$3.1M 1.27%
23,365
+365
12
$3.1M 1.27%
28,470
-3,524
13
$3.09M 1.27%
23,706
-875
14
$3.02M 1.24%
98,212
-3,151
15
$2.94M 1.21%
9,898
+360
16
$2.81M 1.15%
16,166
+505
17
$2.71M 1.11%
46,478
+2,017
18
$2.52M 1.03%
+28,620
19
$2.5M 1.03%
26,821
+220
20
$2.38M 0.98%
264,933
-7,514
21
$2.33M 0.96%
18,590
+195
22
$2.28M 0.94%
91,433
+15,124
23
$2.19M 0.9%
+153,600
24
$2.12M 0.87%
18,677
+14,810
25
$2.09M 0.86%
26,972
-825
1
2 3 4 5