AGA

Accuvest Global Advisors Portfolio holdings

AUM $154M
1-Year Est. Return 52.72%
This Quarter Est. Return
1 Year Est. Return
+52.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.7M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$822K
3
+$749K
4
JNJ icon
Johnson & Johnson
JNJ
+$741K
5
V icon
Visa
V
+$735K

Top Sells

1
+$4.18M
2
+$3.42M
3
+$2.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.45M

Sector Composition

1 Financials 7%
2 Consumer Discretionary 4.81%
3 Technology 4.78%
4 Healthcare 2.41%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
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