ACP
Aveo Capital Partners Portfolio holdings
AUM
$601M
This Quarter Return
+4.82%
1 Year Return
+5.92%
3 Year Return
+19.06%
5 Year Return
+62.66%
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(+460%)
Cap. Flow
+$226M
Cap. Flow
% of AUM
81.24%
Top 10 Holdings %
Top 10 Hldgs %
37.69%
Holding
193
New
132
Increased
51
Reduced
2
Closed
1
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$17.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$13.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$10.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10.3M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.52M |
Top Sells
| 1 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$646K |
| 2 |
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
|
$81K |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$11.8K |
Sector Composition
| 1 | Energy | 1.74% |
| 2 | Technology | 1.51% |
| 3 | Consumer Discretionary | 1.25% |
| 4 | Communication Services | 1.19% |
| 5 | Healthcare | 0.83% |
