AGA

Accuvest Global Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45M
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.16M
3
+$791K
4
UBER icon
Uber
UBER
+$473K
5
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
+$355K

Top Sells

1
+$22.8M
2
+$15.2M
3
+$15.1M
4
MSTR icon
Strategy Inc
MSTR
+$9.94M
5
BITX icon
2x Bitcoin Strategy ETF
BITX
+$8.44M

Sector Composition

1 Consumer Discretionary 36.19%
2 Financials 23.66%
3 Communication Services 19.67%
4 Technology 16.84%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
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