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
426
$119K ﹤0.01%
4,088
-2,596
427
$118K ﹤0.01%
+2,749
428
$116K ﹤0.01%
7,274
429
$116K ﹤0.01%
26,050
430
$113K ﹤0.01%
5,535
-910
431
$113K ﹤0.01%
+6,205
432
$110K ﹤0.01%
1,643
-755
433
$110K ﹤0.01%
1,975
434
$109K ﹤0.01%
994
-52
435
$104K ﹤0.01%
296
-168
436
$103K ﹤0.01%
80,727
+4,319
437
$99.5K ﹤0.01%
2,877
-1,073
438
$99.5K ﹤0.01%
+1,651
439
$96.4K ﹤0.01%
3,665
-3,341
440
$95.1K ﹤0.01%
2,924
-1,276
441
$93K ﹤0.01%
+4,457
442
$88.2K ﹤0.01%
+6,653
443
$86.1K ﹤0.01%
3,049
+444
444
$83.8K ﹤0.01%
652
-184
445
$76.8K ﹤0.01%
240
446
$72.1K ﹤0.01%
+16,065
447
$69.8K ﹤0.01%
16,615
+7,615
448
$66.6K ﹤0.01%
28,121
+8,521
449
$66.5K ﹤0.01%
1,658
-1,029
450
$63.9K ﹤0.01%
4,700
-960