AF

Avanza Fonder Portfolio holdings

AUM $3.61B
1-Year Est. Return 26.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.61B
AUM Growth
-$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$2.03M
3 +$1.82M
4
LRCX icon
Lam Research
LRCX
+$1.72M
5
AMAT icon
Applied Materials
AMAT
+$1.62M

Top Sells

1 +$35.4M
2 +$13.5M
3 +$13.3M
4
AVGO icon
Broadcom
AVGO
+$7.09M
5
AMZN icon
Amazon
AMZN
+$5.26M

Sector Composition

1 Technology 32.67%
2 Financials 13.22%
3 Consumer Discretionary 11.84%
4 Communication Services 11.62%
5 Healthcare 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAAS icon
351
Pan American Silver
PAAS
$21.5B
$797K 0.02%
10,477
PINS icon
352
Pinterest
PINS
$11.1B
$794K 0.02%
43,283
WFC icon
353
Wells Fargo
WFC
$249B
$793K 0.02%
9,961
INVH icon
354
Invitation Homes
INVH
$16.8B
$789K 0.02%
31,743
+408
TEAM icon
355
Atlassian
TEAM
$18.4B
$787K 0.02%
11,537
SUI icon
356
Sun Communities
SUI
$15.6B
$783K 0.02%
6,213
+100
MKL icon
357
Markel Group
MKL
$22.4B
$777K 0.02%
406
+10
EQH icon
358
Equitable Holdings
EQH
$11.7B
$766K 0.02%
20,637
AMT icon
359
American Tower
AMT
$83.4B
$761K 0.02%
4,412
+100
NTR icon
360
Nutrien
NTR
$36B
$757K 0.02%
+7,208
SHW icon
361
Sherwin-Williams
SHW
$78.5B
$753K 0.02%
2,349
+40
BBY icon
362
Best Buy
BBY
$12.3B
$749K 0.02%
11,672
DT icon
363
Dynatrace
DT
$10.7B
$745K 0.02%
20,153
ABBV icon
364
AbbVie
ABBV
$362B
$724K 0.02%
3,329
-6,886
GEN icon
365
Gen Digital
GEN
$11.6B
$722K 0.02%
38,340
FNF icon
366
Fidelity National Financial
FNF
$14.1B
$720K 0.02%
15,516
+203
NET icon
367
Cloudflare
NET
$72.6B
$706K 0.02%
3,423
+100
RJF icon
368
Raymond James Financial
RJF
$30B
$694K 0.02%
4,790
+100
VRSN icon
369
VeriSign
VRSN
$24.7B
$665K 0.02%
2,678
+43
CLS icon
370
Celestica
CLS
$41.4B
$647K 0.02%
+1,650
Z icon
371
Zillow
Z
$9.91B
$625K 0.02%
15,101
CPAY icon
372
Corpay
CPAY
$20.4B
$624K 0.02%
2,143
+40
XYZ
373
Block Inc
XYZ
$41.1B
$611K 0.02%
10,158
+154
TWLO icon
374
Twilio
TWLO
$21.3B
$596K 0.02%
4,737
+100
B
375
Barrick Mining
B
$64B
$588K 0.02%
10,351