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
201
$374K 0.07%
+6,782
202
$371K 0.07%
7,826
+529
203
$366K 0.07%
8,065
204
$363K 0.07%
10,150
205
$341K 0.06%
7,744
+1,852
206
$336K 0.06%
934
-120
207
$333K 0.06%
1,419
+6
208
$328K 0.06%
6,101
+1,748
209
$326K 0.06%
+3,000
210
$323K 0.06%
1,272
+34
211
$323K 0.06%
2,765
-46
212
$318K 0.06%
2,459
+64
213
$317K 0.06%
+20,813
214
$316K 0.06%
5,240
+610
215
$315K 0.06%
+2,947
216
$313K 0.06%
1,228
-34
217
$310K 0.06%
5,115
218
$305K 0.05%
+7,653
219
$304K 0.05%
456
-19
220
$303K 0.05%
+3,661
221
$303K 0.05%
2,040
+106
222
$303K 0.05%
1,398
-369
223
$295K 0.05%
2,858
+374
224
$294K 0.05%
9,190
-498
225
$292K 0.05%
705
-35
7 8
9
10 11