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
$917M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.52M
3
+$6.23M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.9M

Top Sells

1
+$13.1M
2
+$8.41M
3
+$7.41M
4
HAP icon
VanEck Natural Resources ETF
HAP
+$5.44M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.31M

Sector Composition

1 Technology 3.52%
2 Energy 1.93%
3 Industrials 1.13%
4 Healthcare 1.13%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.81M 0.2%
20,231
-233
102
$1.74M 0.19%
+17,861
103
$1.72M 0.19%
41,513
-86,995
104
$1.66M 0.18%
39,502
+1,256
105
$1.66M 0.18%
59,019
+3,453
106
$1.65M 0.18%
14,711
+14
107
$1.57M 0.17%
17,133
+1,160
108
$1.56M 0.17%
6,654
+224
109
$1.55M 0.17%
7,694
-2
110
$1.52M 0.17%
36,472
+537
111
$1.47M 0.16%
2,006
-14
112
$1.46M 0.16%
21,302
+1,716
113
$1.45M 0.16%
63,516
-4,281
114
$1.42M 0.15%
15,062
+7,629
115
$1.4M 0.15%
9,396
+1,926
116
$1.39M 0.15%
28,608
+4,599
117
$1.39M 0.15%
23,619
+358
118
$1.38M 0.15%
12,948
-40,169
119
$1.34M 0.15%
13,327
+4,261
120
$1.33M 0.15%
26,431
+18,037
121
$1.32M 0.14%
34,103
-370
122
$1.28M 0.14%
36,095
-3,450
123
$1.28M 0.14%
7,546
+899
124
$1.26M 0.14%
23,247
+387
125
$1.26M 0.14%
11,029
-1,795
3 4
5
6 7