ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
This Quarter Return
+2.36%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(-1.3%)
Cap. Flow
+$896K
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
51.28%
Holding
161
New
21
Increased
49
Reduced
61
Closed
21
Top Buys
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$2.21M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$2.21M |
| 3 |
iShares Global Tech ETF
IXN
|
$2.19M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$2.19M |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$2.13M |
Sector Composition
| 1 | Energy | 2.39% |
| 2 | Healthcare | 1.07% |
| 3 | Communication Services | 0.99% |
| 4 | Consumer Staples | 0.76% |
| 5 | Technology | 0.73% |
