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
Z icon
326
Zillow
Z
$16.6B
$1.16M 0.03%
15,101
+7,601
KIM icon
327
Kimco Realty
KIM
$13.9B
$1.15M 0.03%
52,548
+1,159
KEY icon
328
KeyCorp
KEY
$22.4B
$1.14M 0.03%
61,152
DOW icon
329
Dow Inc
DOW
$16.7B
$1.13M 0.03%
49,351
EWBC icon
330
East-West Bancorp
EWBC
$15.6B
$1.13M 0.03%
10,589
-42
RCI icon
331
Rogers Communications
RCI
$19.8B
$1.12M 0.03%
23,366
GEN icon
332
Gen Digital
GEN
$17B
$1.09M 0.03%
38,340
FLEX icon
333
Flex
FLEX
$25.1B
$1.08M 0.03%
18,704
ILMN icon
334
Illumina
ILMN
$20.6B
$1.08M 0.03%
11,396
ALLE icon
335
Allegion
ALLE
$14B
$1.08M 0.03%
6,079
CCK icon
336
Crown Holdings
CCK
$11.7B
$1.07M 0.03%
11,043
ARE icon
337
Alexandria Real Estate Equities
ARE
$8.19B
$1.06M 0.03%
12,763
SCCO icon
338
Southern Copper
SCCO
$118B
$1.05M 0.03%
8,737
EQH icon
339
Equitable Holdings
EQH
$13.8B
$1.05M 0.03%
20,637
TFII icon
340
TFI International
TFII
$8.59B
$1.04M 0.03%
8,500
AVY icon
341
Avery Dennison
AVY
$14.2B
$1.04M 0.03%
6,406
GIL icon
342
Gildan
GIL
$11.1B
$1.03M 0.03%
12,801
FOXA icon
343
Fox Class A
FOXA
$31.6B
$1.02M 0.03%
16,209
-44
ALGN icon
344
Align Technology
ALGN
$11.7B
$1.02M 0.03%
8,132
STN icon
345
Stantec
STN
$10.7B
$1.02M 0.03%
6,769
CNH
346
CNH Industrial
CNH
$11.9B
$986K 0.03%
90,852
JKHY icon
347
Jack Henry & Associates
JKHY
$13.6B
$985K 0.03%
6,614
+3,302
DT icon
348
Dynatrace
DT
$13.4B
$976K 0.03%
20,153
CG icon
349
Carlyle Group
CG
$20.8B
$966K 0.03%
15,407
OKTA icon
350
Okta
OKTA
$15.6B
$939K 0.02%
10,243