ACP

Aveo Capital Partners Portfolio holdings

AUM $601M
1-Year Est. Return 5.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$25.4M
3
+$11.2M
4
SSO icon
ProShares Ultra S&P500
SSO
+$6.17M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.27M

Top Sells

1
+$29.3M
2
+$28.2M
3
+$7.16M
4
OIH icon
VanEck Oil Services ETF
OIH
+$7.02M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.18M

Sector Composition

1 Energy 2.45%
2 Healthcare 2.31%
3 Technology 2.1%
4 Communication Services 1.29%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
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