ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
+5.12%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$554M
AUM Growth
+$74.6M
(+16%)
Cap. Flow
+$59.7M
Cap. Flow
% of AUM
10.77%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
296
New
41
Increased
154
Reduced
72
Closed
14
Top Buys
| 1 |
ProShares Ultra High Yield
UJB
|
$14.9M |
| 2 |
ProShares Ultra S&P500
SSO
|
$12.3M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$10.9M |
| 4 |
ProShares Ultra Gold
UGL
|
$4.17M |
| 5 |
ProShares Ultra Real Estate
URE
|
$4.15M |
Top Sells
Sector Composition
| 1 | Technology | 2.53% |
| 2 | Healthcare | 2.4% |
| 3 | Energy | 1.85% |
| 4 | Communication Services | 1.37% |
| 5 | Consumer Staples | 1.35% |
