ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
+1.91%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$273M
AUM Growth
-$78M
(-22%)
Cap. Flow
-$89.1M
Cap. Flow
% of AUM
-32.66%
Top 10 Holdings %
Top 10 Hldgs %
69.38%
Holding
247
New
15
Increased
20
Reduced
90
Closed
118
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$59.6M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$29.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$15.8M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$9.64M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$9.24M |
Sector Composition
| 1 | Energy | 1.54% |
| 2 | Consumer Staples | 1.12% |
| 3 | Technology | 0.56% |
| 4 | Financials | 0.54% |
| 5 | Healthcare | 0.51% |
