AGA
Accuvest Global Advisors Portfolio holdings
AUM
$154M
This Quarter Return
-9.03%
1 Year Return
+52.72%
3 Year Return
+201.84%
5 Year Return
+264.48%
10 Year Return
+413.54%
AUM
$219M
AUM Growth
+$219M
(-18%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-12.67%
Top 10 Holdings %
Top 10 Hldgs %
70.17%
Holding
100
New
19
Increased
14
Reduced
9
Closed
35
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$12.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.87M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.94M |
| 4 |
Invesco KBW Bank ETF
KBWB
|
$6.42M |
| 5 |
FCAN
First Trust Canada AlphaDEX Fund
FCAN
|
$3.95M |
Top Sells
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Healthcare | 0.99% |
| 3 | Communication Services | 0.77% |
| 4 | Financials | 0.72% |
| 5 | Consumer Discretionary | 0.53% |
