The Guinness Atkinson Global Innovators Fund has returned +26.82% YTD versus +16.53% for the MSCI World Index.
Our top five performing stocks in Q3 were AAC Technologies, Boeing, Applied Materials, New Oriental Education, and Nvidia. Our bottom five performing stocks were Catcher Technologies, Nike, Shire, Qualcomm, and Comcast.
Changes in the quarter consisted of buying Facebook and Continental while selling Gilead and Qualcomm.
Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.