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
$259M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$9.95M
3
+$7.42M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.4M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$5.09M

Top Sells

1
+$33.8M
2
+$25.1M
3
+$17.3M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$9.71M
5
THD icon
iShares MSCI Thailand ETF
THD
+$9.6M

Sector Composition

1 Technology 1.28%
2 Financials 0.84%
3 Energy 0.78%
4 Industrials 0.66%
5 Communication Services 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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