AGA
Accuvest Global Advisors Portfolio holdings
AUM
$154M
This Quarter Return
+10.09%
1 Year Return
+52.72%
3 Year Return
+201.84%
5 Year Return
+264.48%
10 Year Return
+413.54%
AUM
$199M
AUM Growth
+$199M
(+6.6%)
Cap. Flow
-$411K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
39.56%
Holding
124
New
25
Increased
33
Reduced
26
Closed
30
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$6.21M |
| 2 |
Target
TGT
|
$4.19M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.69M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.62M |
| 5 |
PayPal
PYPL
|
$3.44M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.91M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$5.78M |
| 3 |
Apple
AAPL
|
$5.59M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$2.92M |
| 5 |
Booking.com
BKNG
|
$2.88M |
Sector Composition
| 1 | Consumer Discretionary | 21.08% |
| 2 | Financials | 10.45% |
| 3 | Technology | 5.68% |
| 4 | Communication Services | 5.65% |
| 5 | Consumer Staples | 4.11% |
