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
$228M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$4.88M
3
+$3.46M
4
LOW icon
Lowe's Companies
LOW
+$3.42M
5
PYPL icon
PayPal
PYPL
+$3.2M

Top Sells

1
+$4.66M
2
+$4.5M
3
+$3.48M
4
GS icon
Goldman Sachs
GS
+$2.99M
5
SHOP icon
Shopify
SHOP
+$2.84M

Sector Composition

1 Consumer Discretionary 23.48%
2 Financials 13.43%
3 Technology 8.01%
4 Communication Services 6.37%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 1.45%
77,024
-39,257
27
$3.17M 1.39%
+8,820
28
$3.03M 1.33%
+16,765
29
$3.01M 1.32%
85,372
-38,543
30
$2.92M 1.28%
92,306
+8,565
31
$2.89M 1.27%
17,871
+11,416
32
$2.83M 1.24%
20,104
-10,969
33
$2.59M 1.14%
67,355
-1,819
34
$2.41M 1.06%
+6,500
35
$2.39M 1.05%
119,112
+28,032
36
$2.3M 1.01%
6,522
-3,093
37
$2.25M 0.99%
64,300
-47,250
38
$1.79M 0.79%
35,740
-2,158
39
$1.79M 0.78%
38,553
-10,714
40
$1.77M 0.78%
69,487
+3,197
41
$1.61M 0.71%
27,300
+4,834
42
$1.55M 0.68%
58,291
+38,848
43
$1.28M 0.56%
25,403
+9,666
44
$1.21M 0.53%
7,073
+1,465
45
$1.17M 0.51%
+4,500
46
$1.1M 0.48%
4,760
-19,437
47
$1.09M 0.48%
+30,952
48
$1.08M 0.47%
29,067
-4,609
49
$1M 0.44%
30,535
-12,454
50
$910K 0.4%
+14,256
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