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
376
$682K 0.02%
14,121
+9,183
377
$678K 0.02%
26,052
-1,920
378
$675K 0.02%
33,530
379
$644K 0.02%
11,432
+1,926
380
$609K 0.02%
30,382
381
$606K 0.02%
68,260
-4,865
382
$603K 0.02%
13,535
-5,977
383
$576K 0.02%
28,954
-966
384
$561K 0.02%
63,404
-2,412
385
$559K 0.02%
+16,424
386
$535K 0.02%
7,500
-1,699
387
$483K 0.02%
26,354
-984
388
$482K 0.02%
66,941
-2,225
389
$472K 0.02%
8,898
390
$457K 0.02%
86,342
+482
391
$423K 0.01%
10,380
392
$414K 0.01%
+15,312
393
$382K 0.01%
1,927
-280
394
$368K 0.01%
34,959
-6,848
395
$331K 0.01%
8,052
396
$330K 0.01%
17,000
397
$308K 0.01%
6,704
-137
398
$307K 0.01%
16,007
-4,348
399
$299K 0.01%
27,675
-36,538
400
$299K 0.01%
3,372
-600
14 15
16
17 18