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
$397M
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$20.6M
3
+$16.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.5M
5
SSO icon
ProShares Ultra S&P500
SSO
+$12.7M

Top Sells

1
+$902K
2
+$565K
3
+$538K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$445K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$407K

Sector Composition

1 Energy 2.1%
2 Technology 1.47%
3 Healthcare 1.18%
4 Communication Services 1.13%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$277K 0.07%
+4,517
202
$277K 0.07%
+2,532
203
$274K 0.07%
+2,138
204
$268K 0.07%
+2,705
205
$266K 0.07%
+4,221
206
$265K 0.07%
+7,027
207
$261K 0.07%
+4,270
208
$252K 0.06%
+1,189
209
$249K 0.06%
+2,688
210
$247K 0.06%
+2,722
211
$245K 0.06%
8,065
212
$239K 0.06%
+2,471
213
$238K 0.06%
+1,819
214
$231K 0.06%
+1,659
215
$226K 0.06%
+4,340
216
$222K 0.06%
+4,161
217
$220K 0.06%
+4,979
218
$218K 0.05%
+2,885
219
$212K 0.05%
+3,019
220
$209K 0.05%
+4,954
221
$209K 0.05%
+7,250
222
$206K 0.05%
+1,377
223
$203K 0.05%
+3,716
224
$202K 0.05%
+2,240
225
$192K 0.05%
+18,243
6 7 8
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