ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
+6.74%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$64.6M
AUM Growth
-$213M
(-77%)
Cap. Flow
-$219M
Cap. Flow
% of AUM
-339.07%
Top 10 Holdings %
Top 10 Hldgs %
49.46%
Holding
201
New
9
Increased
13
Reduced
41
Closed
131
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$18M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$15.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$11.5M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$9.45M |
| 5 |
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% |
