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
$917M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.52M
3
+$6.23M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.9M

Top Sells

1
+$13.1M
2
+$8.41M
3
+$7.41M
4
HAP icon
VanEck Natural Resources ETF
HAP
+$5.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.31M

Sector Composition

1 Technology 3.52%
2 Energy 1.93%
3 Industrials 1.13%
4 Healthcare 1.13%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.43M 0.59%
147,639
+6,728
52
$5.39M 0.59%
+72,755
53
$5.28M 0.58%
33,497
+3,570
54
$5.28M 0.58%
+129,824
55
$5.12M 0.56%
107,398
-25,243
56
$5.1M 0.56%
11,719
+4,036
57
$5.08M 0.55%
55,955
+3,906
58
$5M 0.55%
22,878
+2,877
59
$4.61M 0.5%
195,277
-9,057
60
$4.37M 0.48%
49,210
+25,700
61
$4.36M 0.48%
118,686
-201,656
62
$4.3M 0.47%
23,102
+2,081
63
$4.24M 0.46%
58,699
+2,822
64
$4.14M 0.45%
82,996
+6,378
65
$4.03M 0.44%
51,731
+905
66
$3.98M 0.43%
91,264
+5,329
67
$3.96M 0.43%
+229,423
68
$3.96M 0.43%
+86,912
69
$3.94M 0.43%
+216,805
70
$3.66M 0.4%
46,411
-3,440
71
$3.58M 0.39%
+43,355
72
$3.56M 0.39%
34,598
+1,633
73
$3.54M 0.39%
34,789
+659
74
$3.43M 0.37%
+56,503
75
$3.43M 0.37%
29,588
+9,058
1 2
3
4 5