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
301
$1.43M 0.05%
20,779
-667
302
$1.41M 0.05%
9,543
-3,970
303
$1.4M 0.05%
6,398
-2,693
304
$1.4M 0.05%
6,825
-1,618
305
$1.4M 0.05%
41,552
-17,298
306
$1.39M 0.05%
3,084
307
$1.39M 0.05%
6,713
308
$1.38M 0.05%
+22,696
309
$1.38M 0.05%
17,330
-613
310
$1.37M 0.04%
11,223
-4,277
311
$1.35M 0.04%
12,474
-744
312
$1.34M 0.04%
4,109
-164
313
$1.33M 0.04%
8,132
-384
314
$1.33M 0.04%
8,683
-370
315
$1.33M 0.04%
11,043
-4,989
316
$1.32M 0.04%
16,484
317
$1.31M 0.04%
9,075
-4,600
318
$1.31M 0.04%
8,906
-397
319
$1.29M 0.04%
14,345
-590
320
$1.27M 0.04%
24,277
-11,266
321
$1.25M 0.04%
+2,204
322
$1.24M 0.04%
14,358
-7,119
323
$1.24M 0.04%
21,368
-7,040
324
$1.23M 0.04%
34,225
-1,806
325
$1.23M 0.04%
16,035
11 12
13
14 15