ACP

Aveo Capital Partners Portfolio holdings

AUM $601M
1-Year Est. Return 5.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$917M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.41M
3
+$6.34M
4
BA icon
Boeing
BA
+$6.28M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$5.96M

Top Sells

1
+$13.1M
2
+$8.21M
3
+$7.13M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.45M
5
HAP icon
VanEck Natural Resources ETF
HAP
+$5.44M

Sector Composition

1 Technology 3.52%
2 Energy 1.93%
3 Industrials 1.13%
4 Healthcare 1.13%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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