AF

Avanza Fonder Portfolio holdings

AUM $3.86B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.86B
AUM Growth
+$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$19.1M
3
+$9.69M
4
AMZN icon
Amazon
AMZN
+$6.1M
5
META icon
Meta Platforms (Facebook)
META
+$4.51M

Top Sells

1
+$2.88M
2
+$2.38M
3
+$1.93M
4
JNPR
Juniper Networks
JNPR
+$1.37M
5
WDC icon
Western Digital
WDC
+$692K

Sector Composition

1 Technology 39.49%
2 Consumer Discretionary 14.58%
3 Financials 11.61%
4 Communication Services 10.72%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ODFL icon
226
Old Dominion Freight Line
ODFL
$28.8B
$2.4M 0.06%
17,047
NVR icon
227
NVR
NVR
$20B
$2.39M 0.06%
298
+55
HIG icon
228
Hartford Financial Services
HIG
$34.5B
$2.37M 0.06%
17,782
DOV icon
229
Dover
DOV
$24.7B
$2.37M 0.06%
14,200
WDC icon
230
Western Digital
WDC
$47.4B
$2.34M 0.06%
19,491
-5,767
ULTA icon
231
Ulta Beauty
ULTA
$22.9B
$2.33M 0.06%
4,264
IRM icon
232
Iron Mountain
IRM
$29.9B
$2.31M 0.06%
22,699
+5,774
CHD icon
233
Church & Dwight Co
CHD
$19.9B
$2.31M 0.06%
26,322
WTW icon
234
Willis Towers Watson
WTW
$30.9B
$2.25M 0.06%
6,522
TER icon
235
Teradyne
TER
$28.1B
$2.24M 0.06%
16,269
-604
IP icon
236
International Paper
IP
$20.4B
$2.23M 0.06%
48,087
EXR icon
237
Extra Space Storage
EXR
$28.6B
$2.21M 0.06%
15,715
GEHC icon
238
GE HealthCare
GEHC
$34.2B
$2.21M 0.06%
29,444
SYF icon
239
Synchrony
SYF
$26.5B
$2.2M 0.06%
30,939
GPC icon
240
Genuine Parts
GPC
$17.9B
$2.19M 0.06%
15,801
+4,758
ARES icon
241
Ares Management
ARES
$32.3B
$2.18M 0.06%
13,618
CCL icon
242
Carnival Corp
CCL
$37.2B
$2.15M 0.06%
74,223
-2,190
BIIB icon
243
Biogen
BIIB
$21.9B
$2.14M 0.06%
15,287
DG icon
244
Dollar General
DG
$21.9B
$2.13M 0.06%
20,630
BR icon
245
Broadridge
BR
$25.8B
$2.13M 0.06%
8,940
BRO icon
246
Brown & Brown
BRO
$27.5B
$2.08M 0.05%
22,190
AVB icon
247
AvalonBay Communities
AVB
$24.9B
$2.07M 0.05%
10,734
TRMB icon
248
Trimble
TRMB
$18.8B
$2.06M 0.05%
25,236
PKG icon
249
Packaging Corp of America
PKG
$17.7B
$2.06M 0.05%
9,445
IQV icon
250
IQVIA
IQV
$36.9B
$2.04M 0.05%
10,761
8 9
10
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