AF

Avanza Fonder Portfolio holdings

AUM $3.94B
1-Year Est. Return 25.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.94B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$80M
2 +$35.4M
3 +$31M
4
JPM icon
JPMorgan Chase
JPM
+$29.8M
5
AXON icon
Axon Enterprise
AXON
+$10.5M

Top Sells

1 +$153M
2 +$130M
3 +$42.5M
4
TSLA icon
Tesla
TSLA
+$39.4M
5
GEV icon
GE Vernova
GEV
+$14.8M

Sector Composition

1 Technology 34.22%
2 Financials 14.23%
3 Consumer Discretionary 12.14%
4 Communication Services 11.6%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INSM icon
451
Insmed
INSM
$33.2B
$123K ﹤0.01%
+704
CMI icon
452
Cummins
CMI
$79.8B
$123K ﹤0.01%
240
MEG icon
453
Montrose Environmental
MEG
$793M
$117K ﹤0.01%
4,700
BFAM icon
454
Bright Horizons
BFAM
$5.2B
$113K ﹤0.01%
1,119
PCG icon
455
PG&E
PCG
$32.8B
$111K ﹤0.01%
+6,899
CNP icon
456
CenterPoint Energy
CNP
$26B
$109K ﹤0.01%
+2,841
NI icon
457
NiSource
NI
$21B
$109K ﹤0.01%
+2,607
AEE icon
458
Ameren
AEE
$28B
$109K ﹤0.01%
+1,090
SO icon
459
Southern Company
SO
$97.3B
$109K ﹤0.01%
+1,248
DUK icon
460
Duke Energy
DUK
$93.5B
$109K ﹤0.01%
+928
ED icon
461
Consolidated Edison
ED
$38B
$109K ﹤0.01%
+1,095
DTE icon
462
DTE Energy
DTE
$28.4B
$109K ﹤0.01%
+843
WEC icon
463
WEC Energy
WEC
$35.8B
$109K ﹤0.01%
+1,031
PPL icon
464
PPL Corp
PPL
$27.1B
$109K ﹤0.01%
+3,101
VST icon
465
Vistra
VST
$56.1B
$109K ﹤0.01%
+673
FE icon
466
FirstEnergy
FE
$27.4B
$109K ﹤0.01%
+2,425
AEP icon
467
American Electric Power
AEP
$63.6B
$108K ﹤0.01%
+940
EVRG icon
468
Evergy
EVRG
$17.6B
$108K ﹤0.01%
+1,495
LNT icon
469
Alliant Energy
LNT
$17B
$108K ﹤0.01%
+1,667
ETR icon
470
Entergy
ETR
$43.1B
$108K ﹤0.01%
+1,171
ADM icon
471
Archer Daniels Midland
ADM
$32.4B
$108K ﹤0.01%
+1,878
NRG icon
472
NRG Energy
NRG
$29.7B
$108K ﹤0.01%
+676
D icon
473
Dominion Energy
D
$51.8B
$108K ﹤0.01%
+1,837
AUTL
474
Autolus Therapeutics
AUTL
$386M
$107K ﹤0.01%
53,522
CEG icon
475
Constellation Energy
CEG
$104B
$106K ﹤0.01%
+301