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
$278M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.6M
3
+$10.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.52M

Top Sells

1
+$646K
2
+$81K
3
+$11.8K

Sector Composition

1 Energy 1.74%
2 Technology 1.51%
3 Consumer Discretionary 1.25%
4 Communication Services 1.19%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$296K 0.11%
+3,742
152
$295K 0.11%
+1,569
153
$294K 0.11%
+9,888
154
$290K 0.1%
+5,044
155
$287K 0.1%
+1,536
156
$286K 0.1%
+8,822
157
$282K 0.1%
2,604
+34
158
$282K 0.1%
+3,568
159
$278K 0.1%
+3,449
160
$277K 0.1%
+5,534
161
$268K 0.1%
+10,215
162
$265K 0.1%
+1,473
163
$263K 0.09%
+4,071
164
$255K 0.09%
+2,647
165
$250K 0.09%
+803
166
$248K 0.09%
+1,115
167
$247K 0.09%
+1,483
168
$245K 0.09%
+2,414
169
$243K 0.09%
+4,472
170
$242K 0.09%
+2,583
171
$241K 0.09%
1,539
+41
172
$235K 0.08%
+1,734
173
$235K 0.08%
+4,631
174
$233K 0.08%
+1,960
175
$218K 0.08%
+5,545
4 5 6
7
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