ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
+5.24%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$749M
AUM Growth
+$84.3M
(+13%)
Cap. Flow
+$59.4M
Cap. Flow
% of AUM
7.93%
Top 10 Holdings %
Top 10 Hldgs %
27.57%
Holding
375
New
46
Increased
162
Reduced
111
Closed
39
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$13.6M |
| 2 |
ProShares Ultra QQQ
QLD
|
$13M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$9.66M |
| 4 |
ProShares Ultra 7-10 Year Treasury
UST
|
$8.12M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$7.88M |
Top Sells
Sector Composition
| 1 | Energy | 1.8% |
| 2 | Technology | 1.74% |
| 3 | Healthcare | 1.34% |
| 4 | Consumer Discretionary | 1.08% |
| 5 | Consumer Staples | 0.84% |
