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
$554M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.3M
3
+$10.9M
4
UGL icon
ProShares Ultra Gold
UGL
+$4.17M
5
URE icon
ProShares Ultra Real Estate
URE
+$4.15M

Top Sells

1
+$14.3M
2
+$6.77M
3
+$5.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.53M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.44M

Sector Composition

1 Technology 2.53%
2 Healthcare 2.4%
3 Energy 1.85%
4 Communication Services 1.37%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 0.87%
153,409
-156
27
$4.76M 0.85%
45,002
+2,508
28
$4.71M 0.85%
35,530
+951
29
$4.7M 0.84%
26,470
-5,362
30
$4.64M 0.83%
32,906
+2,495
31
$4.62M 0.83%
31,106
-454
32
$4.53M 0.81%
75,764
-3,871
33
$4.46M 0.8%
26,059
+20,077
34
$4.46M 0.8%
30,072
+6,490
35
$4.35M 0.78%
239,346
+63,250
36
$4.32M 0.78%
83,455
+3,743
37
$4.28M 0.77%
9,795
+1,021
38
$4.27M 0.77%
109,297
+12,684
39
$4.25M 0.76%
83,277
+714
40
$4.25M 0.76%
84,259
+1,267
41
$4.24M 0.76%
43,166
-2,880
42
$4.22M 0.76%
18,679
+3,529
43
$4.17M 0.75%
+278,860
44
$4.15M 0.74%
+35,696
45
$4.14M 0.74%
45,673
+3,106
46
$4.11M 0.74%
12,213
+4,683
47
$4.1M 0.74%
56,268
+1,085
48
$4.09M 0.73%
57,082
+1,689
49
$3.75M 0.67%
22,939
+20,028
50
$3.72M 0.67%
120,412
+27,109
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