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
$665M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.3M
3
+$11.8M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$11.6M
5
SSO icon
ProShares Ultra S&P500
SSO
+$10.2M

Top Sells

1
+$33.8M
2
+$11.5M
3
+$9.14M
4
BND icon
Vanguard Total Bond Market
BND
+$8.83M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.99M

Sector Composition

1 Energy 2.07%
2 Healthcare 1.88%
3 Technology 1.57%
4 Consumer Staples 1.03%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$253K 0.04%
+6,387
277
$252K 0.04%
+4,041
278
$250K 0.04%
12,410
-163,314
279
$248K 0.04%
+17,000
280
$247K 0.04%
+2,440
281
$247K 0.04%
+377
282
$245K 0.04%
2,830
-27,470
283
$244K 0.04%
+1,159
284
$243K 0.04%
+2,573
285
$239K 0.04%
17,445
+6,874
286
$236K 0.04%
2,779
287
$235K 0.04%
+3,254
288
$235K 0.04%
2,807
-861
289
$235K 0.04%
+1,096
290
$235K 0.04%
+4,119
291
$233K 0.04%
+3,160
292
$231K 0.03%
2,104
-1,747
293
$231K 0.03%
+1,328
294
$228K 0.03%
+2,720
295
$227K 0.03%
2,249
+3
296
$226K 0.03%
1,258
-5
297
$224K 0.03%
+4,472
298
$224K 0.03%
+1,727
299
$223K 0.03%
+932
300
$222K 0.03%
+983
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