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
$278M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.6M
3
+$10.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.52M

Top Sells

1
+$646K
2
+$81K
3
+$11.8K

Sector Composition

1 Energy 1.74%
2 Technology 1.51%
3 Consumer Discretionary 1.25%
4 Communication Services 1.19%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$409K 0.15%
+3,152
127
$406K 0.15%
+10,950
128
$399K 0.14%
+4,813
129
$398K 0.14%
2,868
+897
130
$395K 0.14%
+2,507
131
$388K 0.14%
+12,688
132
$385K 0.14%
+2,324
133
$375K 0.14%
+8,113
134
$372K 0.13%
+12,248
135
$369K 0.13%
17,382
+1,000
136
$362K 0.13%
+11,091
137
$359K 0.13%
+6,962
138
$349K 0.13%
+24,900
139
$343K 0.12%
+12,532
140
$337K 0.12%
+1,686
141
$333K 0.12%
+4,088
142
$333K 0.12%
+2,250
143
$321K 0.12%
+6,509
144
$321K 0.12%
+9,351
145
$309K 0.11%
+3,876
146
$306K 0.11%
+32,375
147
$304K 0.11%
+2,883
148
$303K 0.11%
+8,698
149
$302K 0.11%
+9,774
150
$299K 0.11%
+2,149
4 5
6
7 8