ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
+5.29%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$253M
AUM Growth
+$10.8M
(+4.5%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-6.92%
Top 10 Holdings %
Top 10 Hldgs %
35.23%
Holding
202
New
21
Increased
68
Reduced
73
Closed
18
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.34M |
| 3 |
iShares Global Materials ETF
MXI
|
$3.32M |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$3.32M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$3.24M |
Top Sells
Sector Composition
| 1 | Energy | 1.92% |
| 2 | Communication Services | 1.08% |
| 3 | Technology | 1.04% |
| 4 | Healthcare | 0.86% |
| 5 | Financials | 0.84% |
