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
BURL icon
301
Burlington
BURL
$16.8B
$1.4M 0.04%
6,023
BBY icon
302
Best Buy
BBY
$15.1B
$1.39M 0.04%
20,710
FDS icon
303
Factset
FDS
$10.9B
$1.38M 0.04%
3,084
JNPR
304
DELISTED
Juniper Networks
JNPR
$1.37M 0.04%
34,383
+158
BALL icon
305
Ball Corp
BALL
$13.9B
$1.36M 0.04%
24,277
RF icon
306
Regions Financial
RF
$24B
$1.36M 0.04%
57,845
-19,269
GPC icon
307
Genuine Parts
GPC
$18.3B
$1.34M 0.04%
11,043
MAA icon
308
Mid-America Apartment Communities
MAA
$15.5B
$1.32M 0.04%
8,949
RBA icon
309
RB Global
RBA
$19.3B
$1.31M 0.04%
9,075
DOW icon
310
Dow Inc
DOW
$16.2B
$1.31M 0.04%
49,351
-16,941
EXPD icon
311
Expeditors International
EXPD
$20.2B
$1.28M 0.04%
11,223
TRU icon
312
TransUnion
TRU
$16.1B
$1.26M 0.04%
14,366
JBHT icon
313
JB Hunt Transport Services
JBHT
$19B
$1.25M 0.04%
8,683
OMC icon
314
Omnicom Group
OMC
$25.7B
$1.25M 0.04%
17,330
OC icon
315
Owens Corning
OC
$9.38B
$1.22M 0.04%
8,906
LUV icon
316
Southwest Airlines
LUV
$22.2B
$1.22M 0.04%
+37,724
FSLR icon
317
First Solar
FSLR
$27.2B
$1.22M 0.04%
+7,374
FFIV icon
318
F5
FFIV
$14.9B
$1.22M 0.04%
4,139
ROL icon
319
Rollins
ROL
$28.6B
$1.2M 0.04%
21,271
POOL icon
320
Pool Corp
POOL
$8.87B
$1.2M 0.04%
4,109
WPC icon
321
W.P. Carey
WPC
$14.3B
$1.2M 0.04%
+19,199
CNH
322
CNH Industrial
CNH
$12.1B
$1.18M 0.03%
90,852
EQH icon
323
Equitable Holdings
EQH
$13.9B
$1.16M 0.03%
20,637
PFG icon
324
Principal Financial Group
PFG
$19.7B
$1.14M 0.03%
14,358
CCK icon
325
Crown Holdings
CCK
$11.6B
$1.14M 0.03%
11,043