Avos Capital Management, LLC

**Avos Capital Management, LLC** manages $229M across a diversified portfolio of 65 positions. The strategy exhibits a significant allocation to short-term fixed income, evidenced by the $75.6M holding in SGOV. Further diversification is visible through notable positions in international equities (VEA at $13.0M) and commodity/inflation-linked assets, including DBC ($9.2M) and GLDM ($8.6M). This structure suggests a tactical approach balancing yield generation with exposure to global macro themes.

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