AGA

Accuvest Global Advisors Portfolio holdings

AUM $160M
1-Year Est. Return 43.22%
This Quarter Est. Return
1 Year Est. Return
+43.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.57M
3
+$2.21M
4
MSTR icon
Strategy Inc
MSTR
+$2.11M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.84M

Top Sells

1
+$8.51M
2
+$4.2M
3
+$2.38M
4
TSLA icon
Tesla
TSLA
+$2.34M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.22M

Sector Composition

1 Consumer Discretionary 12.14%
2 Financials 11.74%
3 Technology 10.22%
4 Consumer Staples 4.9%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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