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ACM

Avos Capital Management Portfolio holdings

AUM $253M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
-2.75%
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
+$129M
Cap. Flow %
102.3%
Top 10 Hldgs %
78.19%
Holding
34
New
34
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 9.29%
2 Materials 1.22%
3 Technology 1.01%
4 Financials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$53.1M 42.05%
+527,619
New +$53M
LTPZ icon
2
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$699M
$11.3M 8.98%
+213,171
New +$11.7M
TLT icon
3
iShares 20+ Year Treasury Bond ETF
TLT
$43.1B
$5.79M 4.59%
+65,783
New +$6.05M
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$4.79M 3.8%
+106,566
New +$5.9M
GUNR icon
5
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.14B
$4.77M 3.78%
+125,767
New +$4.96M
SGOL icon
6
abrdn Physical Gold Shares ETF
SGOL
$6.87B
$4.4M 3.49%
+167,183
New +$4.25M
SJNK icon
7
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
$3.72M 2.94%
+185,720
New +$4.73M
VEA icon
8
Vanguard FTSE Developed Markets ETF
VEA
$225B
$3.7M 2.93%
+74,208
New +$3.73M
DEM icon
9
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.84B
$3.67M 2.91%
+89,029
New +$3.76M
DGS icon
10
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
$3.45M 2.73%
+70,943
New +$3.62M
CCJ icon
11
Cameco
CCJ
$37.9B
$2.6M 2.06%
+52,861
New +$2.88M
VDE icon
12
Vanguard Energy ETF
VDE
$9.72B
$2.57M 2.04%
+20,405
New +$2.6M
TIP icon
13
iShares TIPS Bond ETF
TIP
$14.5B
$2.55M 2.02%
+23,617
New +$2.56M
GLD icon
14
CALL
SPDR Gold Trust
GLD
$131B
$2.45M 1.94%
+10,100
New +$2.48M
RRC icon
15
Range Resources
RRC
$8.94B
$2.28M 1.81%
+61,037
New +$2.02M
VTLE
16
DELISTED
Vital Energy
VTLE
$2.18M 1.73%
+64,826
New +$1.92M
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$656B
$2.13M 1.69%
+7,131
New +$2.08M
UUP icon
18
Invesco DB US Dollar Index Bullish Fund
UUP
$426M
$1.87M 1.48%
+63,594
New +$1.88M
ET icon
19
Energy Transfer Partners
ET
$69.5B
$1.84M 1.46%
+89,840
New +$1.59M
WFRD icon
20
Weatherford International
WFRD
$5.99B
$1.21M 0.96%
+18,226
New +$1.49M
FCX icon
21
Freeport-McMoran
FCX
$88.6B
$852K 0.67%
+23,434
New +$1.05M
VLO icon
22
Valero Energy
VLO
$88.7B
$829K 0.66%
+5,998
New +$802K
MSFT icon
23
Microsoft
MSFT
$2.92T
$708K 0.56%
+1,592
New +$678K
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.11T
$665K 0.53%
+1,414
New +$653K
BHP icon
25
BHP
BHP
$213B
$604K 0.48%
+12,395
New +$674K

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Avos Capital Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Avos Capital Management, which disclosed 34 positions worth $126M. Its ten largest holdings account for 78% of the portfolio.

Its largest position is iShares 0-3 Month Treasury Bond ETF: 527,619 shares worth $53.1M.

By sector, the portfolio is most concentrated in Energy at 9.3% of assets, followed by Materials and Technology.

  • Avos Capital Management's largest Q4 2024 buy was iShares 0-3 Month Treasury Bond ETF: 527,619 shares worth $53.1M.
  • Avos Capital Management's ten largest holdings make up 78% of its $126M portfolio in Q4 2024.
  • Avos Capital Management disclosed 34 positions in Q4 2024, its first 13F filing on record.

Based on Avos Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.