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
276
$1.64M 0.05%
12,158
-494
277
$1.63M 0.05%
5,674
-130
278
$1.63M 0.05%
4,264
-112
279
$1.63M 0.05%
106,914
-4,105
280
$1.6M 0.05%
151,979
-6,130
281
$1.59M 0.05%
22,351
+158
282
$1.58M 0.05%
9,611
-285
283
$1.57M 0.05%
9,369
+3
284
$1.57M 0.05%
20,710
-827
285
$1.56M 0.05%
4,311
-134
286
$1.56M 0.05%
6,594
-334
287
$1.55M 0.05%
5,056
288
$1.54M 0.05%
19,876
-979
289
$1.54M 0.05%
9,163
-325
290
$1.54M 0.05%
6,023
-226
291
$1.53M 0.05%
76,413
+20
292
$1.52M 0.05%
36,391
-85
293
$1.5M 0.05%
8,949
-348
294
$1.5M 0.05%
1,280
-446
295
$1.5M 0.05%
16,569
-460
296
$1.49M 0.05%
+16,766
297
$1.48M 0.05%
24,518
-1,292
298
$1.47M 0.05%
14,927
-655
299
$1.47M 0.05%
3,135
+882
300
$1.43M 0.05%
20,915
+4,759
10 11
12
13 14