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
$554M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.3M
3
+$10.9M
4
UGL icon
ProShares Ultra Gold
UGL
+$4.17M
5
URE icon
ProShares Ultra Real Estate
URE
+$4.15M

Top Sells

1
+$14.3M
2
+$6.77M
3
+$5.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.53M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.44M

Sector Composition

1 Technology 2.53%
2 Healthcare 2.4%
3 Energy 1.85%
4 Communication Services 1.37%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.05%
7,070
+975
227
$284K 0.05%
501
+39
228
$282K 0.05%
2,843
+228
229
$282K 0.05%
9,797
-200
230
$282K 0.05%
+22,099
231
$281K 0.05%
1,153
-211
232
$279K 0.05%
8,125
+60
233
$273K 0.05%
5,029
+7
234
$273K 0.05%
13,143
+837
235
$273K 0.05%
2,040
+23
236
$270K 0.05%
1,008
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237
$267K 0.05%
2,544
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238
$266K 0.05%
4,337
-17
239
$264K 0.05%
3,019
+59
240
$260K 0.05%
+1,214
241
$251K 0.05%
6,791
-2,088
242
$251K 0.05%
2,372
243
$248K 0.04%
4,710
-97
244
$248K 0.04%
+1,479
245
$243K 0.04%
+15,571
246
$243K 0.04%
+3,815
247
$241K 0.04%
+3,157
248
$240K 0.04%
+4,370
249
$239K 0.04%
+18,317
250
$236K 0.04%
3,785
-477
8 9
10
11 12