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
$3.38B
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$17.1M
3 +$16.6M
4
INTU icon
Intuit
INTU
+$14.9M
5
GEV icon
GE Vernova
GEV
+$13.7M

Top Sells

1 +$14.4M
2 +$11.4M
3 +$9.83M
4
NVDA icon
NVIDIA
NVDA
+$8.89M
5
AMT icon
American Tower
AMT
+$6.77M

Sector Composition

1 Technology 37.73%
2 Consumer Discretionary 14.58%
3 Financials 12.02%
4 Communication Services 10.72%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IP icon
226
International Paper
IP
$20.4B
$2.25M 0.07%
48,087
STT icon
227
State Street
STT
$35.7B
$2.21M 0.07%
20,796
PPG icon
228
PPG Industries
PPG
$23.2B
$2.21M 0.07%
19,407
AVB icon
229
AvalonBay Communities
AVB
$25B
$2.18M 0.06%
10,734
GEHC icon
230
GE HealthCare
GEHC
$38.2B
$2.18M 0.06%
29,444
BR icon
231
Broadridge
BR
$26.9B
$2.17M 0.06%
8,940
+268
CCL icon
232
Carnival Corp
CCL
$37.6B
$2.15M 0.06%
76,413
HUBS icon
233
HubSpot
HUBS
$19.1B
$2.13M 0.06%
3,827
LPLA icon
234
LPL Financial
LPLA
$30.5B
$2.1M 0.06%
5,607
CNC icon
235
Centene
CNC
$19.9B
$2.1M 0.06%
38,635
+521
SYF icon
236
Synchrony
SYF
$30.3B
$2.06M 0.06%
30,939
SBAC icon
237
SBA Communications
SBAC
$20.4B
$2.06M 0.06%
8,784
+2,386
STX icon
238
Seagate
STX
$62.2B
$2.06M 0.06%
14,260
PODD icon
239
Insulet
PODD
$20.5B
$2.05M 0.06%
6,522
ZS icon
240
Zscaler
ZS
$36.7B
$2.03M 0.06%
6,481
-232
DLTR icon
241
Dollar Tree
DLTR
$26.1B
$2M 0.06%
20,194
+318
WTW icon
242
Willis Towers Watson
WTW
$31.3B
$2M 0.06%
6,522
ULTA icon
243
Ulta Beauty
ULTA
$26.2B
$1.99M 0.06%
4,264
UAL icon
244
United Airlines
UAL
$34.9B
$1.99M 0.06%
+25,039
KGC icon
245
Kinross Gold
KGC
$34B
$1.97M 0.06%
92,380
QSR icon
246
Restaurant Brands International
QSR
$24.5B
$1.95M 0.06%
21,589
+1,663
BIIB icon
247
Biogen
BIIB
$25.8B
$1.92M 0.06%
15,287
PHM icon
248
Pultegroup
PHM
$24.7B
$1.92M 0.06%
18,201
-4,641
TRMB icon
249
Trimble
TRMB
$19.1B
$1.92M 0.06%
25,236
TEAM icon
250
Atlassian
TEAM
$41.9B
$1.91M 0.06%
+9,425