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
$351M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$37.4M
3
+$18M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.84%
2 Consumer Staples 1.99%
3 Healthcare 1.58%
4 Technology 1.38%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.52%
+14,768
27
$1.78M 0.51%
+50,984
28
$1.75M 0.5%
+73,613
29
$1.72M 0.49%
+14,632
30
$1.68M 0.48%
+41,310
31
$1.67M 0.48%
+37,808
32
$1.66M 0.47%
+19,758
33
$1.61M 0.46%
+44,944
34
$1.59M 0.45%
+25,314
35
$1.58M 0.45%
+54,656
36
$1.57M 0.45%
+14,781
37
$1.53M 0.44%
+11,887
38
$1.52M 0.43%
+37,263
39
$1.47M 0.42%
+18,268
40
$1.46M 0.42%
+18,958
41
$1.45M 0.41%
+40,965
42
$1.43M 0.41%
+9,434
43
$1.41M 0.4%
+37,444
44
$1.39M 0.4%
+27,837
45
$1.39M 0.39%
+37,212
46
$1.38M 0.39%
+41,755
47
$1.36M 0.39%
+37,301
48
$1.34M 0.38%
+22,182
49
$1.32M 0.38%
+19,204
50
$1.26M 0.36%
+10,164
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