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
$554M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$12.3M
3
+$10.9M
4
UGL icon
ProShares Ultra Gold
UGL
+$4.17M
5
URE icon
ProShares Ultra Real Estate
URE
+$4.15M

Top Sells

1
+$14.3M
2
+$6.77M
3
+$5.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.53M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.44M

Sector Composition

1 Technology 2.53%
2 Healthcare 2.4%
3 Energy 1.85%
4 Communication Services 1.37%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$659K 0.12%
9,748
+376
152
$653K 0.12%
+13,752
153
$644K 0.12%
10,078
+1,929
154
$638K 0.11%
3,377
+803
155
$608K 0.11%
18,478
+117
156
$607K 0.11%
1,209
+30
157
$594K 0.11%
7,344
+427
158
$589K 0.11%
10,405
159
$580K 0.1%
15,094
+753
160
$578K 0.1%
2,093
-27
161
$554K 0.1%
11,138
+584
162
$550K 0.1%
10,921
-271
163
$547K 0.1%
18,512
+10,083
164
$539K 0.1%
14,274
+1,636
165
$531K 0.1%
10,033
+2,411
166
$528K 0.09%
8,331
+814
167
$522K 0.09%
26,850
+3,674
168
$520K 0.09%
3,838
+326
169
$515K 0.09%
35,856
-433
170
$514K 0.09%
3,651
-260
171
$506K 0.09%
1,503
+32
172
$503K 0.09%
3,178
-45
173
$496K 0.09%
13,957
-1,491
174
$493K 0.09%
3,150
+657
175
$489K 0.09%
+16,610
5 6
7
8 9