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
$200M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$2.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.69M
5
IAU icon
iShares Gold Trust
IAU
+$2.58M

Top Sells

1
+$7.93M
2
+$4.58M
3
+$2.76M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.59M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.54M

Sector Composition

1 Energy 2%
2 Financials 1.21%
3 Technology 1.04%
4 Healthcare 0.94%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
– –
-90,421
153
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-25,000
154
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-10,000
155
– –
-157,144
156
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-322,046
157
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-199,422
158
– –
-6,825
3 4 5 6
7