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
$71.4M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.47M
3
+$1.98M
4
DIS icon
Walt Disney
DIS
+$1.01M
5
WMT icon
Walmart
WMT
+$951K

Top Sells

1
+$15M
2
+$4.56M
3
+$4.01M
4
META icon
Meta Platforms (Facebook)
META
+$3.77M
5
NFLX icon
Netflix
NFLX
+$3.36M

Sector Composition

1 Technology 32.3%
2 Consumer Discretionary 22.95%
3 Financials 21.65%
4 Communication Services 14.13%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
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