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
$304M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.4M
3
+$11M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$10.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.94M

Top Sells

1
+$34.9M
2
+$11.5M
3
+$11.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$10.1M
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$9.97M

Sector Composition

1 Technology 0.49%
2 Financials 0.42%
3 Industrials 0.41%
4 Energy 0.14%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-377,705
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