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
326
$1.23M 0.04%
14,366
-615
327
$1.23M 0.04%
5,000
+2,500
328
$1.22M 0.04%
+14,260
329
$1.21M 0.04%
26,590
-1,303
330
$1.19M 0.04%
17,941
-967
331
$1.18M 0.04%
14,289
-874
332
$1.18M 0.04%
12,763
-680
333
$1.17M 0.04%
79,621
-3,527
334
$1.16M 0.04%
21,271
-1,466
335
$1.16M 0.04%
6,406
336
$1.13M 0.04%
20,637
-1,043
337
$1.13M 0.04%
4,139
338
$1.12M 0.04%
+90,852
339
$1.1M 0.04%
51,389
340
$1.04M 0.03%
38,340
-2,117
341
$1.03M 0.03%
24,745
-10,082
342
$1.02M 0.03%
62,760
-2,176
343
$1.01M 0.03%
9,552
-557
344
$997K 0.03%
33,101
-1,717
345
$996K 0.03%
11,043
-689
346
$983K 0.03%
8,500
347
$983K 0.03%
61,152
-33,241
348
$975K 0.03%
20,153
349
$965K 0.03%
10,631
350
$944K 0.03%
51,077
+792
12 13
14
15 16