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Home > Institutional Investor > Aviance Capital Partners, Llc > Profile

Instuitional Investor - Aviance Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Aviance Capital Partners, Llc
Portfolio Value $467,025,123
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 251,977 $48,513,115 10.38%
2.
Abbvie Inc.
 ABBV 122,613 $19,001,404 4.06%
3.
Broadcom Inc.
 AVGO 150,830 $16,836,220 3.6%
4.
Alphabet Inc.
 GOOG 89,719 $12,532,895 2.68%
5.
Microsoft Corp
 MSFT 27,187 $10,223,362 2.18%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)