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
$917M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.52M
3
+$6.23M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.9M

Top Sells

1
+$13.1M
2
+$8.41M
3
+$7.41M
4
HAP icon
VanEck Natural Resources ETF
HAP
+$5.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.31M

Sector Composition

1 Technology 3.52%
2 Energy 1.93%
3 Industrials 1.13%
4 Healthcare 1.13%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$471K 0.05%
27,974
+204
227
$470K 0.05%
1,717
+112
228
$470K 0.05%
12,302
+225
229
$460K 0.05%
1,148
+72
230
$459K 0.05%
9,745
-28
231
$450K 0.05%
11,446
-77,452
232
$446K 0.05%
918
-14
233
$445K 0.05%
47,383
+21,328
234
$441K 0.05%
2,178
-35
235
$441K 0.05%
6,091
+715
236
$435K 0.05%
16,452
-4,277
237
$431K 0.05%
7,440
+770
238
$431K 0.05%
15,537
-7,825
239
$429K 0.05%
1,663
+163
240
$423K 0.05%
+8,463
241
$420K 0.05%
+17,346
242
$417K 0.05%
4,933
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243
$415K 0.05%
+2,396
244
$412K 0.04%
1,338
+103
245
$410K 0.04%
2,492
+242
246
$410K 0.04%
3,873
+348
247
$408K 0.04%
30,229
-5,142
248
$407K 0.04%
2,559
-2,226
249
$406K 0.04%
7,484
-115
250
$402K 0.04%
4,013
-156
8 9
10
11 12