ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
-4.71%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$580M
AUM Growth
-$29.8M
(-4.9%)
Cap. Flow
+$2.23M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
301
New
33
Increased
113
Reduced
116
Closed
30
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$30.6M |
| 2 |
Goldman Sachs Physical Gold ETF Shares
AAAU
|
$5.29M |
| 3 |
SPDR Gold Trust
GLD
|
$4.25M |
| 4 |
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
|
$3.52M |
| 5 |
ProShares Ultra 7-10 Year Treasury
UST
|
$3.41M |
Sector Composition
| 1 | Energy | 1.83% |
| 2 | Healthcare | 1.79% |
| 3 | Technology | 1.58% |
| 4 | Consumer Staples | 1.15% |
| 5 | Consumer Discretionary | 0.77% |
