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
$200M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.59M
3
+$4.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.04M

Top Sells

1
+$21.1M
2
+$5.55M
3
+$3.78M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.7M
5
ABT icon
Abbott
ABT
+$3.46M

Sector Composition

1 Consumer Discretionary 16.87%
2 Financials 9.44%
3 Technology 8.92%
4 Consumer Staples 6.36%
5 Communication Services 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
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