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
$172M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$6.42M
3
+$5.06M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.61M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.75M

Top Sells

1
+$29.6M
2
+$3.99M
3
+$3.03M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$2.8M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$2.67M

Sector Composition

1 Consumer Discretionary 10.42%
2 Technology 4.4%
3 Communication Services 3.31%
4 Financials 3.17%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.8%
9,431
+2,673
27
$1.34M 0.78%
59,543
-8,959
28
$1.3M 0.76%
10,870
+5,448
29
$1.25M 0.73%
22,935
-55,511
30
$1.23M 0.72%
7,570
+2,508
31
$1.22M 0.71%
16,958
+10,391
32
$1.15M 0.67%
5,545
+129
33
$1.12M 0.65%
16,922
+4,650
34
$1.06M 0.62%
4,021
35
$1.03M 0.6%
8,981
-2,798
36
$1M 0.58%
38,739
-49,536
37
$979K 0.57%
18,080
-7,560
38
$978K 0.57%
+7,005
39
$972K 0.57%
11,574
+90
40
$894K 0.52%
18,060
+112
41
$860K 0.5%
2,920
-1,155
42
$839K 0.49%
+80,080
43
$819K 0.48%
3,986
-2,090
44
$765K 0.45%
2,895
+1,346
45
$750K 0.44%
8,942
-6,031
46
$706K 0.41%
48,200
+12,200
47
$699K 0.41%
2,016
+555
48
$682K 0.4%
+23,866
49
$675K 0.39%
+3,684
50
$670K 0.39%
+18,989
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