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
$216M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.23M
3
+$2.97M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.88M
5
STOT icon
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
+$2.68M

Top Sells

1
+$20.1M
2
+$13.7M
3
+$2.85M
4
IAU icon
iShares Gold Trust
IAU
+$2.62M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$2.58M

Sector Composition

1 Energy 3.04%
2 Communication Services 1.22%
3 Technology 1.15%
4 Healthcare 1.05%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.04%
41,966
+5,308
27
$2.24M 1.03%
14,322
-1,610
28
$2.03M 0.94%
40,713
-219
29
$1.88M 0.87%
+25,455
30
$1.85M 0.85%
12,769
-3,245
31
$1.82M 0.84%
38,368
-7,828
32
$1.82M 0.84%
62,843
-747
33
$1.8M 0.83%
30,954
+25,120
34
$1.78M 0.82%
+23,769
35
$1.76M 0.81%
17,668
-5,106
36
$1.75M 0.81%
+15,366
37
$1.67M 0.77%
134,260
-5,870
38
$1.67M 0.77%
+32,326
39
$1.66M 0.77%
13,586
-766
40
$1.66M 0.77%
38,971
+332
41
$1.65M 0.76%
+17,925
42
$1.62M 0.75%
+24,434
43
$1.6M 0.74%
13,474
+674
44
$1.6M 0.74%
+42,144
45
$1.6M 0.74%
+52,764
46
$1.59M 0.74%
+53,588
47
$1.53M 0.71%
5,910
+113
48
$1.53M 0.71%
19,870
+253
49
$1.51M 0.7%
+32,898
50
$1.41M 0.65%
33,360
+12,048
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