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
$229M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$15.2M
3
+$15.1M
4
BITX icon
2x Bitcoin Strategy ETF
BITX
+$8.44M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$7.13M

Top Sells

1
+$9.08M
2
+$3.02M
3
+$2.42M
4
NKE icon
Nike
NKE
+$2.25M
5
TMUS icon
T-Mobile US
TMUS
+$2.08M

Sector Composition

1 Consumer Discretionary 14.62%
2 Technology 11.66%
3 Financials 7.19%
4 Communication Services 6.41%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-34,420
127
– –
-11,673
2 3 4 5
6