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
$154M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.96M
4
AMT icon
American Tower
AMT
+$2.64M
5
PGR icon
Progressive
PGR
+$2.59M

Top Sells

1
+$5.36M
2
+$5.27M
3
+$3.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.96M
5
MCD icon
McDonald's
MCD
+$1.9M

Sector Composition

1 Technology 32.52%
2 Financials 19.4%
3 Communication Services 15.98%
4 Consumer Discretionary 14.18%
5 Consumer Staples 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
51
Verizon
VZ
$173B
$324K 0.21%
7,493
-5,314
DASH icon
52
DoorDash
DASH
$84.1B
$302K 0.2%
+1,224
NIO icon
53
NIO
NIO
$15.4B
$298K 0.19%
86,739
-200
RACE icon
54
Ferrari
RACE
$74.2B
$288K 0.19%
+586
AXP icon
55
American Express
AXP
$251B
$283K 0.18%
+886
BABA icon
56
Alibaba
BABA
$381B
$277K 0.18%
+2,443
LNG icon
57
Cheniere Energy
LNG
$45.9B
$273K 0.18%
1,120
-664
UPS icon
58
United Parcel Service
UPS
$81.4B
$263K 0.17%
2,604
-1,838
SPG icon
59
Simon Property Group
SPG
$59.9B
$250K 0.16%
1,556
-1,442
TGT icon
60
Target
TGT
$41.2B
$246K 0.16%
+2,371
DRI icon
61
Darden Restaurants
DRI
$20.4B
$235K 0.15%
+1,076
PDD icon
62
Pinduoduo
PDD
$191B
$235K 0.15%
2,243
-1,315
XOM icon
63
Exxon Mobil
XOM
$501B
$234K 0.15%
2,174
-2,652
HSY icon
64
Hershey
HSY
$36.1B
$231K 0.15%
+1,390
JNJ icon
65
Johnson & Johnson
JNJ
$470B
$229K 0.15%
1,499
-4,704
CVX icon
66
Chevron
CVX
$311B
$228K 0.15%
1,595
-1,930
CB icon
67
Chubb
CB
$117B
$226K 0.15%
+780
IBN icon
68
ICICI Bank
IBN
$111B
$224K 0.15%
+6,660
DKNG icon
69
DraftKings
DKNG
$14.8B
$223K 0.15%
+5,206
ASML icon
70
ASML
ASML
$396B
$219K 0.14%
+273
MRK icon
71
Merck
MRK
$231B
$218K 0.14%
+2,753
AZO icon
72
AutoZone
AZO
$63.5B
$212K 0.14%
57
-248
UL icon
73
Unilever
UL
$148B
$212K 0.14%
+3,458
COIN icon
74
Coinbase
COIN
$76.3B
$211K 0.14%
602
-1,173
AZN icon
75
AstraZeneca
AZN
$275B
$206K 0.13%
+2,945
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