AGA

Accuvest Global Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.8M
AUM Growth
-$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$1.92M
3 +$1.16M
4
MRK icon
Merck
MRK
+$1.04M
5
LYV icon
Live Nation Entertainment
LYV
+$864K

Sector Composition

1 Consumer Discretionary 29.97%
2 Technology 20.69%
3 Financials 17.04%
4 Communication Services 13.91%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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