ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
1-Year Return
5.92%
This Quarter Return
+3.55%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$397M
AUM Growth
+$332M
(+514%)
Cap. Flow
+$331M
Cap. Flow
% of AUM
83.35%
Top 10 Holdings %
Top 10 Hldgs %
33.36%
Holding
238
New
169
Increased
54
Reduced
3
Closed
6
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$23M |
| 2 |
ProShares Ultra High Yield
UJB
|
$20.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$16.2M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.5M |
| 5 |
ProShares Ultra S&P500
SSO
|
$12.7M |
Top Sells
Sector Composition
| 1 | Energy | 2.1% |
| 2 | Technology | 1.47% |
| 3 | Healthcare | 1.18% |
| 4 | Communication Services | 1.13% |
| 5 | Consumer Staples | 0.97% |
