ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
+9.11%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$829M
AUM Growth
+$68.5M
(+9%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
25.89%
Holding
377
New
44
Increased
168
Reduced
115
Closed
39
Top Buys
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$25.5M |
| 2 |
ProShares Ultra High Yield
UJB
|
+$14M |
| 3 |
ProShares Ultra Russell2000
UWM
|
+$13.1M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$6.94M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$5.97M |
Top Sells
Sector Composition
| 1 | Technology | 2.39% |
| 2 | Energy | 1.66% |
| 3 | Consumer Staples | 1.15% |
| 4 | Healthcare | 1.14% |
| 5 | Consumer Discretionary | 1.04% |
