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
51
$3.7M 0.66%
48,024
+3,023
52
$3.6M 0.65%
145,755
+33,210
53
$3.5M 0.63%
45,056
+1,062
54
$3.44M 0.62%
43,696
-42
55
$3.3M 0.59%
69,655
+24,172
56
$3.28M 0.59%
121,034
+17,158
57
$2.96M 0.53%
17,304
+7,975
58
$2.9M 0.52%
12,028
+210
59
$2.8M 0.5%
36,548
+31,849
60
$2.73M 0.49%
82,863
+43,686
61
$2.68M 0.48%
54,652
+3,253
62
$2.64M 0.47%
72,301
+19,944
63
$2.63M 0.47%
8,202
-450
64
$2.58M 0.46%
85,627
+41,345
65
$2.46M 0.44%
82,872
+11,576
66
$2.38M 0.43%
+11,755
67
$2.36M 0.42%
48,313
+3,596
68
$2.34M 0.42%
20,397
+236
69
$2.29M 0.41%
43,128
-384
70
$2.13M 0.38%
34,844
+9,983
71
$2.04M 0.37%
41,250
+507
72
$1.99M 0.36%
17,127
+9,677
73
$1.97M 0.35%
21,898
+4,075
74
$1.93M 0.35%
42,510
-5,704
75
$1.83M 0.33%
15,620
+1,427
1 2
3
4 5