ACP

Aveo Capital Partners Portfolio holdings

AUM $601M
1-Year Est. Return 5.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.6M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$902K
3
+$610K
4
PLTR icon
Palantir
PLTR
+$565K
5
OZON
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
+$538K

Top Sells

1
+$18M
2
+$15.3M
3
+$11.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.53M

Sector Composition

1 Consumer Discretionary 3.79%
2 Energy 1.37%
3 Technology 1.3%
4 Consumer Staples 0.66%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
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