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
401
$277K 0.01%
27,102
-1,312
402
$273K 0.01%
2,680
403
$266K 0.01%
+8,136
404
$264K 0.01%
1,461
+182
405
$258K 0.01%
35,343
-722
406
$249K 0.01%
907
+232
407
$231K 0.01%
3,309
408
$228K 0.01%
1,260
+501
409
$225K 0.01%
7,352
410
$216K 0.01%
348
-18
411
$214K 0.01%
6,465
+2,154
412
$212K 0.01%
6,121
-460
413
$200K 0.01%
380
-92
414
$196K 0.01%
2,758
-148
415
$191K 0.01%
907
-302
416
$170K 0.01%
1,197
-156
417
$154K 0.01%
110,315
+463
418
$151K ﹤0.01%
732
-96
419
$146K ﹤0.01%
13,152
-6,854
420
$145K ﹤0.01%
+7,513
421
$144K ﹤0.01%
1,951
+251
422
$142K ﹤0.01%
1,729
423
$130K ﹤0.01%
2,878
-1,686
424
$123K ﹤0.01%
+1,137
425
$120K ﹤0.01%
13,936
15 16
17
18 19