Accuvest Global Advisors

Share with your friends


Accuvest Global Advisors is a California-based institutional investor with more than $533.29 million AUM in February, 2014. Taken from Accuvest Global latest Adv, the fund reported to have 8 full and part-time employees. Among which 6 performing investment advisory and research functions. The institutional investor had between 26-100 clients.

Portfolio Q32016
Market Value:$358,612,000
Previous Mkt Value:$163,872,000
Chg Mkt Value %:118.84 %
Sentiment:Very Bullish
Turnover %:7.15 %
Stocks Activity
New Purchases:8
Additional Purchases:51
Sold out:12
Top 10 Holdings %:70.4%

Accuvest Global Advisors Portfolio Holdings

13F Report Date: 9/30/2016

ACCUVEST GLOBAL ADVISORS Sector Weightings & New Holdings

Top 5 New Buys
Korea Hedged Etf3.87%
Msci Emerging Markets Etf0.61%
Acwi Ex Us Etf0.28%
Spdr Etf0.27%
13F Sector Allocation
Finance84 %
Other10 %
Information Technology2 %
Materials1 %
Etf1 %

ACCUVEST GLOBAL ADVISORS AUM, Portfolio Value and Historical 13F

Accuvest Global Advisors had $533.29 million assets under management as of Tuesday, February 04, 2014. The historical portfolio values of the fund were:

$394,879,000 in 2013Q3 – 13F Filing Available

$443,343,000 in 2013Q4 – 13F Filing Available

$384,510,000 in 2014Q1 – 13F Filing Available

$325,883,000 in 2014Q2 – 13F Filing Available

$304,007,000 in 2014Q3 – 13F Filing Available

$466,845,000 in 2014Q4 – 13F Filing Available

$259,119,000 in 2015Q1 – 13F Filing Available

$259,119,000 in 2015Q2 – 13F Filing Available

$218,934,000 in 2015Q3 – 13F Filing Available

$230,860,000 in 2015Q4 – 13F Filing Available

$206,075,000 in 2016Q1 – 13F Filing Available

$163,872,000 in 2016Q2 – 13F Filing Available

$358,612,000 in 2016Q3 – 13F Filing Available

*Institutional Portfolio Holdings information is filed by institutions with over $100 million in AUM on form 13F with the SEC.

*% AUM is the stock or security value as a percentage of the assets under management. AUM is taken from the latest fund filed SEC Adv.

*The portfolio holdings report is limited to stocks and stock options of common and other shares, convertible preferred and convertible bonds. The report does not include cash, real estate and fixed income securities.

*Sentiment could be wrong because the fund might have increase or decrease its portfolio because of investments inflow or because an increase in short positions.


Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with's FREE daily email newsletter.