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
76
$1.81M 0.33%
22,595
-9,000
77
$1.59M 0.29%
17,390
+1,531
78
$1.58M 0.28%
26,829
+16,681
79
$1.58M 0.28%
57,610
+20,817
80
$1.56M 0.28%
9,360
-500
81
$1.5M 0.27%
6,625
+458
82
$1.48M 0.27%
28,010
+447
83
$1.42M 0.25%
3,570
+58
84
$1.38M 0.25%
23,018
-305
85
$1.36M 0.24%
8,331
+1,643
86
$1.35M 0.24%
7,470
+2,199
87
$1.34M 0.24%
36,702
+2,259
88
$1.31M 0.24%
9,060
+820
89
$1.31M 0.24%
29,408
+23,124
90
$1.29M 0.23%
28,824
-7,074
91
$1.27M 0.23%
19,963
+815
92
$1.25M 0.22%
21,898
-880
93
$1.24M 0.22%
10,713
+315
94
$1.23M 0.22%
33,969
+1,546
95
$1.21M 0.22%
46,557
+6
96
$1.2M 0.22%
14,211
-176
97
$1.19M 0.21%
19,496
+2,139
98
$1.17M 0.21%
11,496
-1,453
99
$1.16M 0.21%
52,750
+302
100
$1.14M 0.2%
6,359
+39
2 3
4
5 6