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
ZG icon
426
Zillow
ZG
$9.93B
$137K ﹤0.01%
3,309
ED icon
427
Consolidated Edison
ED
$40.3B
$136K ﹤0.01%
1,205
+110
AEP icon
428
American Electric Power
AEP
$73.6B
$136K ﹤0.01%
1,040
+100
CNP icon
429
CenterPoint Energy
CNP
$28.1B
$135K ﹤0.01%
3,128
+287
FWONA icon
430
Liberty Media Series A
FWONA
$19.5B
$135K ﹤0.01%
1,729
DUK icon
431
Duke Energy
DUK
$99B
$135K ﹤0.01%
1,028
+100
PCG icon
432
PG&E
PCG
$36.1B
$133K ﹤0.01%
7,592
+693
SO icon
433
Southern Company
SO
$106B
$133K ﹤0.01%
1,373
+125
ALNY icon
434
Alnylam Pharmaceuticals
ALNY
$40.6B
$132K ﹤0.01%
+399
AEE icon
435
Ameren
AEE
$30.9B
$132K ﹤0.01%
1,198
+108
WEAV icon
436
Weave Communications
WEAV
$376M
$132K ﹤0.01%
28,478
WEC icon
437
WEC Energy
WEC
$37.6B
$131K ﹤0.01%
1,134
+103
HCA icon
438
HCA Healthcare
HCA
$96.6B
$131K ﹤0.01%
+277
PPL icon
439
PPL Corp
PPL
$29.3B
$130K ﹤0.01%
3,413
+312
CMI icon
440
Cummins
CMI
$88.2B
$129K ﹤0.01%
240
FE icon
441
FirstEnergy
FE
$28.5B
$126K ﹤0.01%
2,480
+55
EVRG icon
442
Evergy
EVRG
$18.8B
$125K ﹤0.01%
1,530
+35
D icon
443
Dominion Energy
D
$55.3B
$125K ﹤0.01%
2,023
+186
NI icon
444
NiSource
NI
$23.1B
$124K ﹤0.01%
2,662
+55
GXO icon
445
GXO Logistics
GXO
$6.41B
$122K ﹤0.01%
2,359
LNT icon
446
Alliant Energy
LNT
$18.7B
$122K ﹤0.01%
1,702
+35
ALRM icon
447
Alarm.com
ALRM
$2.19B
$120K ﹤0.01%
2,789
VST icon
448
Vistra
VST
$53.1B
$116K ﹤0.01%
773
+100
PCAR icon
449
PACCAR
PCAR
$62.7B
$115K ﹤0.01%
+995
NRG icon
450
NRG Energy
NRG
$32.3B
$113K ﹤0.01%
776
+100