AGA

Accuvest Global Advisors Portfolio holdings

AUM $160M
1-Year Est. Return 43.22%
This Quarter Est. Return
1 Year Est. Return
+43.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.36M
3
+$4.08M
4
AXP icon
American Express
AXP
+$3.47M
5
NOW icon
ServiceNow
NOW
+$2.95M

Top Sells

1
+$4.05M
2
+$3.96M
3
+$2.98M
4
LLY icon
Eli Lilly
LLY
+$2.96M
5
AMT icon
American Tower
AMT
+$2.64M

Sector Composition

1 Technology 39.4%
2 Financials 19.8%
3 Communication Services 15.87%
4 Consumer Discretionary 13.4%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$841B
$2.15M 1.34%
6,800
-252
APP icon
27
Applovin
APP
$211B
$1.42M 0.88%
1,969
+771
PLTR icon
28
Palantir
PLTR
$399B
$1.37M 0.85%
7,490
-1,545
SMLR icon
29
Semler Scientific
SMLR
$299M
$1.25M 0.78%
41,629
BKNG icon
30
Booking.com
BKNG
$158B
$1.2M 0.75%
222
+63
NVDA icon
31
NVIDIA
NVDA
$4.37T
$1.18M 0.73%
6,304
-869
CMG icon
32
Chipotle Mexican Grill
CMG
$45.3B
$980K 0.61%
+25,000
ABBV icon
33
AbbVie
ABBV
$398B
$961K 0.6%
4,151
+52
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.1T
$818K 0.51%
1,627
-1,305
TSM icon
35
TSMC
TSM
$1.49T
$654K 0.41%
2,341
+220
AON icon
36
Aon
AON
$75.5B
$535K 0.33%
+1,500
HLT icon
37
Hilton Worldwide
HLT
$65.8B
$523K 0.33%
+2,017
AFRM icon
38
Affirm
AFRM
$22.8B
$514K 0.32%
+7,027
COIN icon
39
Coinbase
COIN
$70.1B
$477K 0.3%
1,414
+812
MO icon
40
Altria Group
MO
$99.3B
$404K 0.25%
6,116
BABA icon
41
Alibaba
BABA
$392B
$383K 0.24%
2,145
-298
SCHW icon
42
Charles Schwab
SCHW
$165B
$359K 0.22%
+3,760
VZ icon
43
Verizon
VZ
$172B
$356K 0.22%
8,102
+609
HOOD icon
44
Robinhood
HOOD
$111B
$355K 0.22%
2,476
-4,959
ASML icon
45
ASML
ASML
$423B
$347K 0.22%
358
+85
NU icon
46
Nu Holdings
NU
$84.8B
$343K 0.21%
21,407
-3,468
IRM icon
47
Iron Mountain
IRM
$24.5B
$306K 0.19%
3,000
-1,000
MRK icon
48
Merck
MRK
$253B
$290K 0.18%
3,454
+701
PDD icon
49
Pinduoduo
PDD
$168B
$283K 0.18%
2,140
-103
RBLX icon
50
Roblox
RBLX
$65.8B
$283K 0.18%
+2,042
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