AGA

Accuvest Global Advisors Portfolio holdings

AUM $154M
1-Year Est. Return 52.72%
This Quarter Est. Return
1 Year Est. Return
+52.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$6.11M
3 +$6.03M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.78M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.77M

Top Sells

1 +$1.01M
2 +$958K
3 +$935K
4
EWG icon
iShares MSCI Germany ETF
EWG
+$893K
5
INDA icon
iShares MSCI India ETF
INDA
+$775K

Sector Composition

1 Consumer Discretionary 24.51%
2 Financials 9.18%
3 Technology 7.39%
4 Communication Services 3.89%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-304
102
-19,269
103
-2,216
104
-7,369
105
-5,815