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
$278M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.6M
3
+$10.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.52M

Top Sells

1
+$646K
2
+$81K
3
+$11.8K

Sector Composition

1 Energy 1.74%
2 Technology 1.51%
3 Consumer Discretionary 1.25%
4 Communication Services 1.19%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.43%
+22,630
52
$1.16M 0.42%
+16,528
53
$1.16M 0.42%
11,010
+860
54
$1.16M 0.42%
+44,220
55
$1.11M 0.4%
14,376
+1,532
56
$1.09M 0.39%
36,371
+9,017
57
$1.08M 0.39%
+29,075
58
$1.05M 0.38%
6,680
+5,080
59
$1.02M 0.37%
20,276
+14,057
60
$996K 0.36%
+5,373
61
$988K 0.36%
4,699
+3,568
62
$974K 0.35%
+24,856
63
$968K 0.35%
+18,337
64
$937K 0.34%
13,011
+2,558
65
$893K 0.32%
+15,342
66
$873K 0.31%
5,675
+4,133
67
$872K 0.31%
5,934
+2,002
68
$828K 0.3%
7,478
+2,144
69
$827K 0.3%
29,586
+7,901
70
$798K 0.29%
+7,217
71
$791K 0.28%
+21,623
72
$786K 0.28%
11,383
+7,955
73
$782K 0.28%
19,337
74
$780K 0.28%
15,571
+401
75
$775K 0.28%
6,173
+485
1 2
3
4 5