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AGA
Accuvest Global Advisors Portfolio holdings
AUM
$107M
1-Year Est. Return
6.41%
This Fund
S&P 500
This Quarter
Est. Return
-8.9%
1 Year Est. Return
+6.41%
3 Year Est. Return
+126.35%
5 Year Est. Return
+142.99%
10 Year Est. Return
+388.75%
AUM
$107M
AUM Growth
-$28.5M
(-21%)
Cap. Flow
-$15.4M
Cap. Flow
% of AUM
-14.37%
Top 10 Holdings %
Top 10 Hldgs %
50.81%
Holding
80
New
5
Increased
26
Reduced
23
Closed
23
Top Buys
| 1 |
NVIDIA
NVDA
|
+$3.89M |
| 2 |
GE Aerospace
GE
|
+$2.84M |
| 3 |
Alibaba
BABA
|
+$2.67M |
| 4 |
Palantir
PLTR
|
+$2.3M |
| 5 |
TSMC
TSM
|
+$2.15M |
Top Sells
| 1 |
Intuit
INTU
|
+$4.34M |
| 2 |
TJX Companies
TJX
|
+$3.27M |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.1M |
| 4 |
ServiceNow
NOW
|
+$2.89M |
| 5 |
American Express
AXP
|
+$2.85M |
Sector Composition
| 1 | Technology | 39.2% |
| 2 | Communication Services | 17.18% |
| 3 | Consumer Discretionary | 12.67% |
| 4 | Financials | 12.33% |
| 5 | Consumer Staples | 8.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Tower
AMT
$78.6B
| $231K | 0.22% |
1,337
+114
| +9% | +$20.5K |
|
52
Vail Resorts
MTN
$5.27B
| $228K | 0.21% |
1,779
+178
| +11% | +$24.3K |
|
53
Visa
V
$675B
| $209K | 0.19% |
692
-3,299
| -83% | -$1.06M |
|
54
Icahn Enterprises
IEP
$5.04B
| $198K | 0.18% |
26,208
-2,643
| -9% | -$20.7K |
|
|
ARI
55
Apollo Commercial Real Estate
ARI
$1.38B
| $118K | 0.11% |
11,219
-5,748
| -34% | -$59.8K |
|
56
The RealReal
REAL
$1.36B
| $100K | 0.09% |
11,018
-1,374
| -11% | -$17.4K |
|
|
NAKA
57
Nakamoto Inc
NAKA
$76.2M
| $3K | ﹤0.01% |
319
| – | – |
|
|
58
American Express
AXP
$245B
| – | – |
-7,705
| Closed | -$2.85M |
|
59
Booking.com
BKNG
$142B
| – | – |
-8,250
| Closed | -$1.77M |
|
60
Berkshire Hathaway Class A
BRK.A
$1.05T
| – | – |
-1
| Closed | -$755K |
|
61
Maplebear
CART
$11.2B
| – | – |
-5,029
| Closed | -$226K |
|
62
Caterpillar
CAT
$421B
| – | – |
-719
| Closed | -$412K |
|
63
CBRE Group
CBRE
$41.4B
| – | – |
-3,826
| Closed | -$615K |
|
64
Celsius Holdings
CELH
$7.72B
| – | – |
-4,991
| Closed | -$228K |
|
65
Coinbase
COIN
$44.1B
| – | – |
-1,740
| Closed | -$393K |
|
66
Salesforce
CRM
$137B
| – | – |
-4,715
| Closed | -$1.25M |
|
67
Liberty Media Series C
FWONK
$25.1B
| – | – |
-8,178
| Closed | -$806K |
|
68
General Mills
GIS
$19.9B
| – | – |
-4,609
| Closed | -$214K |
|
|
69
Intuit
INTU
$76.5B
| – | – |
-6,557
| Closed | -$4.34M |
|
70
Intuitive Surgical
ISRG
$138B
| – | – |
-939
| Closed | -$532K |
|
|
71
Meta Platforms (Facebook)
META
$1.73T
| – | – |
-4,690
| Closed | -$3.1M |
|
72
Merck
MRK
$305B
| – | – |
-2,322
| Closed | -$244K |
|
73
O'Reilly Automotive
ORLY
$68.6B
| – | – |
-4,066
| Closed | -$371K |
|
74
Royal Caribbean
RCL
$78.4B
| – | – |
-800
| Closed | -$223K |
|
75
Starbucks
SBUX
$120B
| – | – |
-22,373
| Closed | -$1.88M |
|
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