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
$253M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.34M
3
+$3.32M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.32M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.23M

Top Sells

1
+$17.8M
2
+$8.34M
3
+$5.96M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.2M
5
GBF icon
iShares Government/Credit Bond ETF
GBF
+$3.18M

Sector Composition

1 Energy 1.92%
2 Communication Services 1.08%
3 Technology 1.04%
4 Healthcare 0.86%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.54%
34,071
+2,422
52
$1.36M 0.54%
22,728
-1,609
53
$1.34M 0.53%
16,478
-6,689
54
$1.34M 0.53%
34,460
-75,160
55
$1.31M 0.52%
29,313
+270
56
$1.29M 0.51%
27,264
57
$1.25M 0.49%
23,171
-587
58
$1.24M 0.49%
9,868
-4,986
59
$1.23M 0.49%
7,409
+84
60
$1.18M 0.47%
10,371
+8
61
$1.17M 0.46%
39,024
-34,161
62
$1.15M 0.45%
10,462
+1,353
63
$1.05M 0.41%
13,207
-841
64
$1.02M 0.4%
9,641
-2,516
65
$1.01M 0.4%
60,084
66
$970K 0.38%
11,564
+172
67
$956K 0.38%
14,569
+532
68
$952K 0.38%
+9,425
69
$938K 0.37%
9,957
-379
70
$914K 0.36%
17,000
+1,586
71
$873K 0.35%
+9,039
72
$867K 0.34%
9,312
-3,485
73
$863K 0.34%
35,190
-1,606
74
$861K 0.34%
4,892
+3,092
75
$845K 0.33%
17,203
+2,836
1 2
3
4 5