ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Est. Return
5.92%
This Fund
S&P 500
1 Year Est. Return
+5.92%
AUM
$601M
AUM Growth
-$312M
(-34%)
Holding
354
Top Buys
| 1 | +$16.8M | |
| 2 | +$11.2M | |
| 3 | +$9.46M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$7.5M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$7.37M |
Top Sells
| 1 | +$39.4M | |
| 2 | +$24.1M | |
| 3 | +$21M | |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$15.1M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$13.5M |
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Financials | 1.14% |
| 3 | Consumer Discretionary | 1.07% |
| 4 | Communication Services | 0.66% |
| 5 | Energy | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Cambria Shareholder Yield ETF
SYLD
$926M
| – | – |
-7,286
|
|
||
352
Sysco
SYY
$35.7B
| – | – |
-10,476
|
|
||
353
AT&T
T
$179B
| – | – |
-21,705
|
|