ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
This Quarter Return
+2.6%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$290M
AUM Growth
+$290M
(+2.1%)
Cap. Flow
-$566K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
66.74%
Holding
148
New
16
Increased
53
Reduced
45
Closed
13
Top Buys
| 1 |
SPDR S&P Biotech ETF
XBI
|
$1.91M |
| 2 |
iShares S&P India Nifty 50 Index Fund
INDY
|
$1.85M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$1.84M |
| 4 |
iShares Global Tech ETF
IXN
|
$1.83M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.77M |
Top Sells
Sector Composition
| 1 | Energy | 1.24% |
| 2 | Consumer Staples | 1% |
| 3 | Technology | 0.94% |
| 4 | Healthcare | 0.91% |
| 5 | Industrials | 0.52% |
