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
$228M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$4.88M
3
+$3.46M
4
LOW icon
Lowe's Companies
LOW
+$3.42M
5
PYPL icon
PayPal
PYPL
+$3.2M

Top Sells

1
+$4.66M
2
+$4.5M
3
+$3.48M
4
GS icon
Goldman Sachs
GS
+$2.99M
5
SHOP icon
Shopify
SHOP
+$2.84M

Sector Composition

1 Consumer Discretionary 23.48%
2 Financials 13.43%
3 Technology 8.01%
4 Communication Services 6.37%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,806
127
– –
-2,788
128
– –
-35,939
129
– –
-1,906
130
– –
-14,280
131
– –
-7,390
132
– –
-5,600
133
– –
-3,153
2 3 4 5
6