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
351
$931K 0.03%
18,802
352
$929K 0.03%
33,504
353
$927K 0.03%
16,253
354
$927K 0.03%
12,350
-6,800
355
$918K 0.03%
13,770
356
$912K 0.03%
12,199
357
$893K 0.03%
2,720
-2,083
358
$887K 0.03%
6,195
-250
359
$886K 0.03%
4,429
-303
360
$867K 0.03%
10,623
-555
361
$866K 0.03%
+25,341
362
$859K 0.03%
8,047
363
$846K 0.03%
23,366
364
$841K 0.03%
27,471
-1,814
365
$837K 0.03%
21,904
-887
366
$835K 0.03%
12,801
367
$834K 0.03%
12,298
368
$826K 0.03%
6,769
369
$803K 0.03%
+6,079
370
$801K 0.03%
8,665
-682
371
$751K 0.02%
13,869
372
$723K 0.02%
18,344
373
$713K 0.02%
15,407
-982
374
$689K 0.02%
6,112
375
$684K 0.02%
25,291
13 14
15
16 17