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
$326M
AUM Growth
-$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.7M
3
+$10.5M
4
EIS icon
iShares MSCI Israel ETF
EIS
+$10.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$10.1M

Top Sells

1
+$17.6M
2
+$16M
3
+$14.2M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$14.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.1M

Sector Composition

1 Financials 0.59%
2 Technology 0.4%
3 Healthcare 0.21%
4 Industrials 0.2%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4