AGA
Accuvest Global Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
15.2%
This Fund
S&P 500
1 Year Est. Return
+15.2%
AUM
$136M
AUM Growth
-$24.7M
(-15%)
Holding
102
Top Buys
| 1 | +$5.67M | |
| 2 | +$2.37M | |
| 3 | +$2.33M | |
| 4 |
Starbucks
SBUX
|
+$1.89M |
| 5 |
GE Vernova
GEV
|
+$1.61M |
Top Sells
| 1 | +$4.36M | |
| 2 | +$3.47M | |
| 3 | +$2.98M | |
| 4 |
Shopify
SHOP
|
+$2.95M |
| 5 |
TJX Companies
TJX
|
+$1.84M |
Sector Composition
| 1 | Technology | 32.73% |
| 2 | Financials | 17.59% |
| 3 | Consumer Discretionary | 16.57% |
| 4 | Communication Services | 14.74% |
| 5 | Consumer Staples | 7.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
United Parcel Service
UPS
$98.5B
| – | – |
-3,207
|
|
||
102
Liberty All-Star Equity Fund
USA
$1.77B
| – | – |
-22,455
|
|