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
$567M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$25.1M
3
+$12.3M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.32M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.33M

Top Sells

1
+$28.9M
2
+$27.5M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.06M
5
URE icon
ProShares Ultra Real Estate
URE
+$4.15M

Sector Composition

1 Energy 2.45%
2 Healthcare 2.31%
3 Technology 2.1%
4 Communication Services 1.29%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.05%
+6,309
227
$276K 0.05%
480
-21
228
$276K 0.05%
1,286
+72
229
$274K 0.05%
6,823
-1,242
230
$271K 0.05%
18,317
231
$270K 0.05%
2,422
-122
232
$269K 0.05%
1,209
-19
233
$267K 0.05%
1,256
-16
234
$265K 0.05%
449
-7
235
$264K 0.05%
15,634
+2,491
236
$264K 0.05%
2,030
+278
237
$262K 0.05%
+5,000
238
$261K 0.05%
1,056
+48
239
$260K 0.05%
+8,000
240
$256K 0.05%
1,542
+63
241
$253K 0.04%
2,046
+6
242
$248K 0.04%
2,575
-1,380
243
$246K 0.04%
2,560
-283
244
$243K 0.04%
2,372
245
$241K 0.04%
4,918
+208
246
$240K 0.04%
3,157
247
$239K 0.04%
22,009
+1,153
248
$237K 0.04%
319
+60
249
$237K 0.04%
4,475
+487
250
$235K 0.04%
+1,967
8 9
10
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