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
176
$248K 0.07%
+6,600
177
$248K 0.07%
+3,865
178
$247K 0.07%
+16,313
179
$245K 0.07%
+2,350
180
$245K 0.07%
+2,114
181
$241K 0.07%
+6,830
182
$240K 0.07%
+7,497
183
$239K 0.07%
+5,877
184
$237K 0.07%
+2,867
185
$237K 0.07%
+6,576
186
$236K 0.07%
+6,120
187
$233K 0.07%
+8,300
188
$232K 0.07%
+2,255
189
$232K 0.07%
+3,294
190
$231K 0.07%
+12,618
191
$228K 0.07%
+5,420
192
$227K 0.06%
+2,735
193
$226K 0.06%
+7,608
194
$226K 0.06%
+3,855
195
$226K 0.06%
+4,531
196
$223K 0.06%
+4,929
197
$222K 0.06%
+5,121
198
$219K 0.06%
+13,278
199
$217K 0.06%
+2,499
200
$216K 0.06%
+4,112
6 7
8
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