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
$3.05B
AUM Growth
-$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$13.2M
3
+$10.9M
4
CB icon
Chubb
CB
+$7.73M
5
TT icon
Trane Technologies
TT
+$6.84M

Top Sells

1
+$20.1M
2
+$16.8M
3
+$13.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.97M

Sector Composition

1 Technology 34.06%
2 Consumer Discretionary 14.72%
3 Financials 13.56%
4 Healthcare 12.28%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.2M 0.07%
+6,522
227
$2.18M 0.07%
8,676
228
$2.17M 0.07%
6,765
-159
229
$2.16M 0.07%
54,578
-1,465
230
$2.16M 0.07%
133,712
+13,218
231
$2.15M 0.07%
27,315
232
$2.14M 0.07%
19,407
-5,237
233
$2.14M 0.07%
8,672
+1,264
234
$2.13M 0.07%
20,954
-499
235
$2.1M 0.07%
13,618
-416
236
$2.06M 0.07%
9,772
-3,529
237
$2.05M 0.07%
41,005
+5,591
238
$2.01M 0.07%
15,287
-249
239
$2M 0.07%
13,545
-280
240
$2M 0.07%
+8,785
241
$2M 0.07%
5,842
242
$1.99M 0.07%
27,828
243
$1.99M 0.07%
32,700
-11,900
244
$1.97M 0.06%
3,788
-125
245
$1.96M 0.06%
24,159
-670
246
$1.95M 0.06%
2,387
-613
247
$1.94M 0.06%
13,289
248
$1.92M 0.06%
5,611
-93
249
$1.91M 0.06%
19,926
250
$1.91M 0.06%
13,175
-5,078
8 9
10
11 12