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
$3.86B
AUM Growth
+$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1 +$35.4M
2 +$19.1M
3 +$9.69M
4
AMZN icon
Amazon
AMZN
+$6.1M
5
META icon
Meta Platforms (Facebook)
META
+$4.51M

Top Sells

1 +$2.88M
2 +$2.38M
3 +$1.93M
4
JNPR
Juniper Networks
JNPR
+$1.37M
5
WDC icon
Western Digital
WDC
+$692K

Sector Composition

1 Technology 39.49%
2 Consumer Discretionary 14.58%
3 Financials 11.61%
4 Communication Services 10.72%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WEAV icon
401
Weave Communications
WEAV
$514M
$140K ﹤0.01%
20,963
+5,992
PLMR icon
402
Palomar
PLMR
$3.06B
$140K ﹤0.01%
1,197
CVCO icon
403
Cavco Industries
CVCO
$4.15B
$139K ﹤0.01%
239
DAR icon
404
Darling Ingredients
DAR
$5.21B
$131K ﹤0.01%
4,235
-2,230
MEG icon
405
Montrose Environmental
MEG
$933M
$129K ﹤0.01%
4,700
BFAM icon
406
Bright Horizons
BFAM
$5.25B
$121K ﹤0.01%
1,119
+467
LEN.B icon
407
Lennar Class B
LEN.B
$30.2B
$119K ﹤0.01%
994
ERII icon
408
Energy Recovery
ERII
$908M
$112K ﹤0.01%
7,274
IRON icon
409
Disc Medicine
IRON
$3.22B
$110K ﹤0.01%
1,668
+585
ALRM icon
410
Alarm.com
ALRM
$2.45B
$105K ﹤0.01%
1,975
CMI icon
411
Cummins
CMI
$60.9B
$101K ﹤0.01%
240
ACLX icon
412
Arcellx
ACLX
$4.87B
$100K ﹤0.01%
1,219
NEOG icon
413
Neogen
NEOG
$1.31B
$93.8K ﹤0.01%
16,435
RNA icon
414
Avidity Biosciences
RNA
$10.3B
$93.8K ﹤0.01%
+2,153
SMMT icon
415
Summit Therapeutics
SMMT
$14.1B
$92.7K ﹤0.01%
4,487
CRBP icon
416
Corbus Pharmaceuticals
CRBP
$206M
$90.4K ﹤0.01%
7,150
AUTL
417
Autolus Therapeutics
AUTL
$407M
$87.2K ﹤0.01%
53,522
HRMY icon
418
Harmony Biosciences
HRMY
$1.68B
$80.6K ﹤0.01%
2,924
CELC icon
419
Celcuity
CELC
$3.36B
$79.2K ﹤0.01%
+1,604
MREO
420
Mereo BioPharma
MREO
$307M
$78.8K ﹤0.01%
38,235
HCAT icon
421
Health Catalyst
HCAT
$234M
$74.2K ﹤0.01%
26,050
JANX icon
422
Janux Therapeutics
JANX
$1.71B
$72.3K ﹤0.01%
2,960
GTES icon
423
Gates Industrial
GTES
$5.72B
$60.6K ﹤0.01%
2,441
+1,124
CNM icon
424
Core & Main
CNM
$10.2B
$53.8K ﹤0.01%
999
SHIM icon
425
Shimmick
SHIM
$82.6M
$52.2K ﹤0.01%
20,000