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
$351M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$37.4M
3
+$18M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.84%
2 Consumer Staples 1.99%
3 Healthcare 1.58%
4 Technology 1.38%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$300K 0.09%
+6,141
152
$298K 0.08%
+4,046
153
$297K 0.08%
+7,289
154
$294K 0.08%
+4,091
155
$293K 0.08%
+5,884
156
$293K 0.08%
+3,142
157
$291K 0.08%
+9,107
158
$290K 0.08%
+4,631
159
$288K 0.08%
+10,049
160
$287K 0.08%
+3,692
161
$285K 0.08%
+4,794
162
$282K 0.08%
+5,487
163
$280K 0.08%
+3,877
164
$277K 0.08%
+3,251
165
$277K 0.08%
+7,277
166
$273K 0.08%
+8,927
167
$272K 0.08%
+14,028
168
$270K 0.08%
+11,296
169
$269K 0.08%
+11,090
170
$266K 0.08%
+2,631
171
$264K 0.08%
+8,123
172
$263K 0.08%
+11,897
173
$262K 0.07%
+4,819
174
$256K 0.07%
+7,343
175
$254K 0.07%
+1,138
5 6
7
8 9