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
251
$1.9M 0.06%
9,445
-282
252
$1.9M 0.06%
15,275
-4,804
253
$1.9M 0.06%
5,607
+1,134
254
$1.88M 0.06%
10,761
-3,210
255
$1.87M 0.06%
18,725
-499
256
$1.86M 0.06%
20,796
257
$1.86M 0.06%
20,630
-1,513
258
$1.85M 0.06%
8,156
-2,779
259
$1.84M 0.06%
25,249
+6,849
260
$1.78M 0.06%
21,951
261
$1.78M 0.06%
7,197
-860
262
$1.77M 0.06%
243
-89
263
$1.76M 0.06%
6,522
-220
264
$1.75M 0.06%
25,101
-943
265
$1.74M 0.06%
14,769
-390
266
$1.72M 0.06%
13,107
267
$1.7M 0.06%
30,939
268
$1.7M 0.06%
77,114
-2,783
269
$1.7M 0.06%
92,380
-36,800
270
$1.69M 0.06%
2,938
-84
271
$1.68M 0.06%
25,236
-854
272
$1.67M 0.05%
17,807
-628
273
$1.67M 0.05%
20,345
+2,746
274
$1.66M 0.05%
7,508
-285
275
$1.65M 0.05%
23,875
9 10
11
12 13