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Aveo Capital Partners, LLC

Portfolio Profile

CIK: 0001576584 | GREENWOOD VILLAGE, CO

Investment Profile

Style

Yield

Turnover

Medium

Orientation

—
$0
AUM
1
Positions
0%
Top 10 Conc.
0%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1None0$00.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified0%0%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified0%

AUM History

$749.3M | 336 pos.
$788.0M | 336 pos.
$760.6M | 333 pos.
$829.1M | 338 pos.
$917.5M | 362 pos.
$881.8M | 317 pos.
0%
0%
$941.4M | 339 pos.
$913.1M | 340 pos.
$601.2M | 177 pos.
$0 | 1 pos.
$0 | 1 pos.
$0 | 1 pos.
Q1
23
Q2
23
Q3
23
Q4
23
Q1
24
Q2
24
Q3
24
Q4
24
Q1
25
Q2
25
Q3
25
Q4
25

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged