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
176
$482K 0.09%
+13,200
177
$480K 0.09%
8,108
+594
178
$477K 0.09%
4,370
+192
179
$476K 0.09%
14,364
+1,626
180
$468K 0.08%
6,491
+1,259
181
$465K 0.08%
7,997
-124
182
$456K 0.08%
804
+73
183
$453K 0.08%
5,770
-220
184
$452K 0.08%
1,206
+8
185
$437K 0.08%
9,614
+646
186
$436K 0.08%
3,955
+940
187
$436K 0.08%
5,392
-515
188
$434K 0.08%
12,192
+1,312
189
$429K 0.08%
37,225
190
$428K 0.08%
2,761
+774
191
$427K 0.08%
6,458
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192
$420K 0.08%
8,712
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193
$409K 0.07%
1,819
+36
194
$408K 0.07%
+1,501
195
$405K 0.07%
1,355
-6
196
$403K 0.07%
3,636
-228
197
$403K 0.07%
8,070
+1,774
198
$382K 0.07%
15,648
+1,755
199
$379K 0.07%
20,379
-8,726
200
$376K 0.07%
8,453
+507
6 7
8
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