ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
This Quarter Return
-7.47%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(-11%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-6.95%
Top 10 Holdings %
Top 10 Hldgs %
51.6%
Holding
158
New
18
Increased
60
Reduced
36
Closed
29
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$2.74M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.72M |
| 3 |
iShares Agency Bond ETF
AGZ
|
$2.7M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.69M |
| 5 |
iShares Gold Trust
IAU
|
$2.58M |
Top Sells
Sector Composition
| 1 | Energy | 2% |
| 2 | Financials | 1.21% |
| 3 | Technology | 1.04% |
| 4 | Healthcare | 0.94% |
| 5 | Communication Services | 0.92% |
