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
$580M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$4.42M
3
+$4.28M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.71M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.48M

Top Sells

1
+$30.6M
2
+$5.29M
3
+$4.25M
4
NUAG icon
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
+$3.52M
5
UST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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