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
$93.8M
AUM Growth
-$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$2.08M
3 +$1.22M
4
MRK icon
Merck
MRK
+$1.09M
5
LYV icon
Live Nation Entertainment
LYV
+$940K

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
126
-163,502
127
-16,178
128
-10,061
129
-18,880
130
-12,694
131
-14,542