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
$49.6M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$646K
3
+$591K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$502K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$456K

Top Sells

1
+$19.6M
2
+$14.6M
3
+$13.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.4M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$5.43M

Sector Composition

1 Energy 3.18%
2 Consumer Discretionary 1.98%
3 Technology 0.92%
4 Industrials 0.61%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
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