AGA
Accuvest Global Advisors Portfolio holdings
AUM
$160M
1-Year Est. Return
43.22%
1 Year Est. Return
+43.22%
AUM
$154M
AUM Growth
+$36.2M
(+31%)
Holding
93
Top Buys
| 1 | +$3.13M | |
| 2 | +$2.98M | |
| 3 | +$2.96M | |
| 4 |
American Tower
AMT
|
+$2.64M |
| 5 |
Progressive
PGR
|
+$2.59M |
Top Sells
| 1 | +$5.36M | |
| 2 | +$5.27M | |
| 3 | +$3.08M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.96M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Mitsubishi UFJ Financial
MUFG
$176B
| $190K | 0.12% |
13,868
+3,208
|
|
||
77
Liberty All-Star Equity Fund
USA
$1.84B
| $153K | 0.1% |
+22,455
|
|
||
|
ARI
78
Apollo Commercial Real Estate
ARI
$1.38B
| $109K | 0.07% |
11,215
+1
|
|
||
79
Affirm
AFRM
$24.2B
| – | – |
-5,431
|
|
||
80
Advanced Micro Devices
AMD
$404B
| – | – |
-2,500
|
|
||
81
Celsius Holdings
CELH
$11.3B
| – | – |
-13,627
|
|
||
82
Chipotle Mexican Grill
CMG
$41.5B
| – | – |
-21,546
|
|
||
83
GE Aerospace
GE
$321B
| – | – |
-1,981
|
|
||
84
General Mills
GIS
$25.2B
| – | – |
-8,163
|
|
||
85
Intuitive Surgical
ISRG
$200B
| – | – |
-1,540
|
|
||
|
86
McDonald's
MCD
$219B
| – | – |
-6,070
|
|
||
87
Vail Resorts
MTN
$5.31B
| – | – |
-2,934
|
|
||
88
NextEra Energy
NEE
$175B
| – | – |
-43,459
|
|
||
89
Nike
NKE
$97.6B
| – | – |
-4,991
|
|
||
90
AT&T
T
$183B
| – | – |
-7,757
|
|
||
91
Tesla
TSLA
$1.34T
| – | – |
-890
|
|
||
92
Warby Parker
WRBY
$2.11B
| – | – |
-13,406
|
|
||
93
Reddit
RDDT
$35.9B
| – | – |
-2,046
|
|