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
451
$54.5K ﹤0.01%
20,584
-2,544
452
$51K ﹤0.01%
8,281
453
$50.9K ﹤0.01%
999
-903
454
$42.8K ﹤0.01%
23,918
+1,438
455
$39K ﹤0.01%
650
-272
456
$37.2K ﹤0.01%
1,596
-1,477
457
$37.2K ﹤0.01%
7,150
458
$35.2K ﹤0.01%
20,000
459
$33.4K ﹤0.01%
21,276
-10,494
460
$21.8K ﹤0.01%
17,605
461
– –
-1,700
462
– –
-1,035
463
– –
-16,652
464
– –
-2,252
465
– –
-65,427
466
– –
-32,569
467
– –
-52,325
468
– –
-3,043
15 16 17 18
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