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
$224M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.54M
3
+$2.53M
4
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$2.51M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$2.51M

Top Sells

1
+$2.21M
2
+$2.21M
3
+$2.19M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.19M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.13M

Sector Composition

1 Energy 2.39%
2 Healthcare 1.07%
3 Communication Services 0.99%
4 Consumer Staples 0.76%
5 Technology 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-8,486
152
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154
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-64,031
155
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-21,377
156
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-3,181
157
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-30,102
158
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-25,641
159
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-23,246
160
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-2,769
161
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-9,794
3 4 5 6
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