ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
This Quarter Return
+1.89%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(+4%)
Cap. Flow
+$6.83M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
67.97%
Holding
148
New
19
Increased
66
Reduced
30
Closed
16
Top Buys
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$1.67M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.64M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.63M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$1.62M |
| 5 |
SPDR S&P Insurance ETF
KIE
|
$1.62M |
Sector Composition
| 1 | Energy | 1.31% |
| 2 | Consumer Staples | 1.05% |
| 3 | Technology | 0.97% |
| 4 | Healthcare | 0.71% |
| 5 | Financials | 0.57% |
