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
51
$668K 0.39%
+2,367
52
$657K 0.38%
+14,486
53
$601K 0.35%
+19,574
54
$559K 0.33%
+10,260
55
$534K 0.31%
43,770
-136,023
56
$480K 0.28%
5,570
57
$431K 0.25%
14,960
-2,020
58
$431K 0.25%
11,116
+1,498
59
$424K 0.25%
14,130
-62,330
60
$421K 0.25%
13,267
-2,312
61
$416K 0.24%
1,591
-2,577
62
$415K 0.24%
1,738
-788
63
$414K 0.24%
8,296
-1,534
64
$412K 0.24%
4,080
-1,196
65
$412K 0.24%
16,275
-4,292
66
$410K 0.24%
10,633
-1,986
67
$409K 0.24%
218
-82
68
$409K 0.24%
7,780
-1,793
69
$409K 0.24%
6,922
-1,195
70
$409K 0.24%
+2,120
71
$409K 0.24%
8,672
-15,761
72
$408K 0.24%
+11,900
73
$408K 0.24%
5,632
-1,647
74
$406K 0.24%
+10,267
75
$403K 0.23%
3,178
-1,010
1 2
3
4 5