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
76
$775K 0.28%
+8,392
77
$763K 0.27%
+6,910
78
$758K 0.27%
2,729
+1,906
79
$744K 0.27%
6,618
-105
80
$733K 0.26%
+46,444
81
$733K 0.26%
+9,559
82
$730K 0.26%
5,465
+71
83
$715K 0.26%
+12,018
84
$701K 0.25%
11,001
+6,752
85
$694K 0.25%
+35,333
86
$680K 0.24%
5,616
+3,889
87
$676K 0.24%
+5,346
88
$671K 0.24%
+18,252
89
$649K 0.23%
+10,825
90
$623K 0.22%
15,905
+2,425
91
$617K 0.22%
9,619
+2,675
92
$601K 0.22%
+75,120
93
$598K 0.22%
39,734
+1,397
94
$590K 0.21%
+27,383
95
$587K 0.21%
7,345
+2,171
96
$581K 0.21%
+12,453
97
$566K 0.2%
11,781
+636
98
$553K 0.2%
22,990
+3,360
99
$550K 0.2%
8,636
+787
100
$548K 0.2%
+27,500
2 3
4
5 6