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
$302M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$21.2M
3
+$12.4M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.61M
5
BX icon
Blackstone
BX
+$4.44M

Top Sells

1
+$15.8M
2
+$3.48M
3
+$2.31M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.97M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.85M

Sector Composition

1 Consumer Discretionary 12.61%
2 Financials 11.78%
3 Technology 5.68%
4 Energy 3.75%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,247
127
– –
-1,704
128
– –
-15,610
129
– –
-5,307
2 3 4 5
6