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
GPN icon
301
Global Payments
GPN
$19.1B
$1.49M 0.04%
17,984
-741
ZM icon
302
Zoom
ZM
$25.2B
$1.49M 0.04%
18,081
+5,731
ABBV icon
303
AbbVie
ABBV
$403B
$1.48M 0.04%
6,381
+338
COO icon
304
Cooper Companies
COO
$13.9B
$1.46M 0.04%
21,286
IR icon
305
Ingersoll Rand
IR
$31.3B
$1.43M 0.04%
17,304
SJM icon
306
J.M. Smucker
SJM
$10.9B
$1.43M 0.04%
13,161
+5,753
OMC icon
307
Omnicom Group
OMC
$14.5B
$1.41M 0.04%
17,330
PINS icon
308
Pinterest
PINS
$22.1B
$1.39M 0.04%
43,283
-1,622
CNC icon
309
Centene
CNC
$17.2B
$1.38M 0.04%
38,635
RBA icon
310
RB Global
RBA
$18.6B
$1.37M 0.04%
9,075
GDDY icon
311
GoDaddy
GDDY
$17.5B
$1.35M 0.04%
9,861
ESS icon
312
Essex Property Trust
ESS
$16.1B
$1.34M 0.03%
5,000
FFIV icon
313
F5
FFIV
$14.8B
$1.34M 0.03%
4,139
WPC icon
314
W.P. Carey
WPC
$14.3B
$1.3M 0.03%
19,199
WAT icon
315
Waters Corp
WAT
$20.4B
$1.29M 0.03%
4,311
DOCU icon
316
DocuSign
DOCU
$14.4B
$1.29M 0.03%
17,912
+5,475
POOL icon
317
Pool Corp
POOL
$10.3B
$1.27M 0.03%
4,109
OC icon
318
Owens Corning
OC
$10.4B
$1.26M 0.03%
8,906
MAA icon
319
Mid-America Apartment Communities
MAA
$15.1B
$1.25M 0.03%
8,949
ROL icon
320
Rollins
ROL
$28B
$1.25M 0.03%
21,271
BALL icon
321
Ball Corp
BALL
$12.9B
$1.22M 0.03%
24,277
TRU icon
322
TransUnion
TRU
$15.5B
$1.2M 0.03%
14,366
EG icon
323
Everest Group
EG
$13B
$1.19M 0.03%
3,408
+1,272
PFG icon
324
Principal Financial Group
PFG
$18.2B
$1.19M 0.03%
14,358
JBHT icon
325
JB Hunt Transport Services
JBHT
$15.9B
$1.16M 0.03%
8,683