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
P
401
Everpure Inc
P
$23.2B
$287K 0.01%
4,861
+150
MCD icon
402
McDonald's
MCD
$207B
$275K 0.01%
885
+710
APD icon
403
Air Products & Chemicals
APD
$67.3B
$267K 0.01%
919
+40
MSTR icon
404
Strategy Inc
MSTR
$56B
$265K 0.01%
2,122
+67
OSIS icon
405
OSI Systems
OSIS
$4.67B
$255K 0.01%
960
+11
CRBG icon
406
Corebridge Financial
CRBG
$12.3B
$246K 0.01%
10,298
-17,771
STLD icon
407
Steel Dynamics
STLD
$32.6B
$241K 0.01%
1,340
+100
NUE icon
408
Nucor
NUE
$50.6B
$238K 0.01%
1,408
+100
WY icon
409
Weyerhaeuser
WY
$17.6B
$234K 0.01%
9,588
+422
SW
410
Smurfit Westrock
SW
$20.9B
$234K 0.01%
5,870
+253
FTV icon
411
Fortive
FTV
$19.1B
$218K 0.01%
3,943
-9,804
KHC icon
412
Kraft Heinz
KHC
$26.5B
$213K 0.01%
9,482
+465
ROK icon
413
Rockwell Automation
ROK
$44.7B
$212K 0.01%
590
+427
NWS icon
414
News Corp Class B
NWS
$16.5B
$210K 0.01%
7,352
UBER icon
415
Uber
UBER
$150B
$202K 0.01%
2,805
+128
ALAB icon
416
Astera Labs
ALAB
$32.9B
$171K ﹤0.01%
1,560
-3,591
MMS icon
417
Maximus
MMS
$3.56B
$154K ﹤0.01%
2,398
-583
CLH icon
418
Clean Harbors
CLH
$16.3B
$153K ﹤0.01%
534
-434
ADM icon
419
Archer Daniels Midland
ADM
$35.8B
$149K ﹤0.01%
2,052
+174
ETR icon
420
Entergy
ETR
$53.7B
$145K ﹤0.01%
1,287
+116
PLMR icon
421
Palomar
PLMR
$3.3B
$143K ﹤0.01%
1,197
LAUR icon
422
Laureate Education
LAUR
$4.42B
$142K ﹤0.01%
4,072
CYRX icon
423
CryoPort
CYRX
$497M
$139K ﹤0.01%
16,785
DTE icon
424
DTE Energy
DTE
$30.9B
$138K ﹤0.01%
943
+100
LOPE icon
425
Grand Canyon Education
LOPE
$4.5B
$138K ﹤0.01%
809
-113