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
251
$234K 0.04%
1,752
-1,051
252
$231K 0.04%
3,252
+233
253
$224K 0.04%
+3,988
254
$221K 0.04%
+1,209
255
$219K 0.04%
2,496
-18
256
$219K 0.04%
+259
257
$219K 0.04%
+1,795
258
$217K 0.04%
+3,260
259
$217K 0.04%
2,494
-13
260
$216K 0.04%
+3,150
261
$213K 0.04%
4,115
262
$213K 0.04%
+3,117
263
$212K 0.04%
+2,945
264
$210K 0.04%
+687
265
$209K 0.04%
547
+14
266
$206K 0.04%
+6,852
267
$205K 0.04%
+2,192
268
$202K 0.04%
+20,856
269
$202K 0.04%
+1,846
270
$201K 0.04%
+1,065
271
$165K 0.03%
+11,010
272
$141K 0.03%
+2,597
273
$135K 0.02%
13,878
274
$105K 0.02%
20,030
275
$94K 0.02%
+10,665
8 9 10
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