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
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Antero Resources
AR
$10.1B
| – | – |
-8,300
| Closed | -$211K |
|