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
251
$400K 0.04%
+9,222
252
$399K 0.04%
4,509
+428
253
$399K 0.04%
9,634
-1,533
254
$395K 0.04%
5,694
+1,508
255
$394K 0.04%
6,864
+1,751
256
$392K 0.04%
2,490
+66
257
$391K 0.04%
10,569
+2,925
258
$390K 0.04%
10,092
-3,008
259
$390K 0.04%
9,229
-32,964
260
$380K 0.04%
9,085
+552
261
$377K 0.04%
+15,767
262
$376K 0.04%
3,538
-2,245
263
$375K 0.04%
6,023
-424
264
$375K 0.04%
20,410
-10,397
265
$369K 0.04%
+1,583
266
$363K 0.04%
1,418
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267
$361K 0.04%
13,643
-64
268
$360K 0.04%
14,346
-139,908
269
$360K 0.04%
5,989
-1,464
270
$347K 0.04%
5,808
+259
271
$344K 0.04%
+1,228
272
$342K 0.04%
3,039
+53
273
$341K 0.04%
4,779
-1,502
274
$339K 0.04%
2,271
-57
275
$331K 0.04%
+1,837
9 10
11
12 13