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
$829M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$14M
3
+$13.1M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.94M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.97M

Top Sells

1
+$30M
2
+$18.4M
3
+$14.8M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$10.8M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$8.71M

Sector Composition

1 Technology 2.39%
2 Energy 1.66%
3 Consumer Staples 1.15%
4 Healthcare 1.14%
5 Consumer Discretionary 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
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