Aviance Capital Partners, LLC

CIK 0001542383 · Q1 2026

13F Equity AUM

$854.0M

-1.6% QoQ

Positions

368

+7 QoQ

AUM Rank

#3,117

Top 25%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,106 · Top 62%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 23.6%Top 10: 33.6%Top 20: 44.8%

JPM2.8%

Others (358)66.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services31.3%

Technology21.7%

Healthcare12.3%

Communication Services9.9%

Consumer Cyclical7.6%

Industrials6.1%

Energy3.2%

Consumer Defensive2.8%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Holdings

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