ACP

Aveo Capital Partners Portfolio holdings

AUM $601M
1-Year Est. Return 5.92%
This Quarter Est. Return
1 Year Est. Return
+5.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.84%
2 Consumer Staples 1.99%
3 Healthcare 1.58%
4 Technology 1.38%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$88K 0.03%
+11,426
227
$88K 0.03%
+16,000
228
$85K 0.02%
+12,812
229
$49K 0.01%
+965
230
$46K 0.01%
+14,893
231
$40K 0.01%
+900
232
$33K 0.01%
+17