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
LRCX icon
26
Lam Research
LRCX
$314B
$26.1M 0.72%
122,023
+7,710
BAC icon
27
Bank of America
BAC
$375B
$25.6M 0.71%
524,687
+9,898
PEP icon
28
PepsiCo
PEP
$214B
$25.3M 0.7%
162,671
+4,587
AMGN icon
29
Amgen
AMGN
$183B
$22.1M 0.61%
62,881
-1,476
RY icon
30
Royal Bank of Canada
RY
$246B
$21M 0.58%
93,431
ABT icon
31
Abbott
ABT
$163B
$20M 0.55%
194,851
-600
GS icon
32
Goldman Sachs
GS
$273B
$19.1M 0.53%
22,550
+784
KLAC icon
33
KLA
KLAC
$237B
$18.7M 0.52%
12,669
+475
ISRG icon
34
Intuitive Surgical
ISRG
$165B
$18.2M 0.5%
39,440
-1,801
TJX icon
35
TJX Companies
TJX
$174B
$18.2M 0.5%
113,724
-905
GILD icon
36
Gilead Sciences
GILD
$160B
$17.7M 0.49%
126,803
-4,126
UNH icon
37
UnitedHealth
UNH
$333B
$17.6M 0.49%
65,152
-350
T icon
38
AT&T
T
$182B
$16.8M 0.47%
581,227
-2,870
PFE icon
39
Pfizer
PFE
$151B
$16.4M 0.45%
582,677
-3,251
AEM icon
40
Agnico Eagle Mines
AEM
$99.3B
$16M 0.44%
56,529
+6,945
VZ icon
41
Verizon
VZ
$197B
$15.5M 0.43%
308,740
-23,222
C icon
42
Citigroup
C
$219B
$14.8M 0.41%
130,467
-1,567
MS icon
43
Morgan Stanley
MS
$300B
$14.5M 0.4%
88,348
-544
IBM icon
44
IBM
IBM
$219B
$14.5M 0.4%
59,779
-3,543
NEM icon
45
Newmont
NEM
$117B
$14.3M 0.4%
132,470
+10,748
WELL icon
46
Welltower
WELL
$148B
$14.3M 0.4%
72,270
-3,345
DE icon
47
Deere & Co
DE
$153B
$14.2M 0.39%
25,121
+34
ITW icon
48
Illinois Tool Works
ITW
$77.7B
$13.9M 0.38%
53,395
-395
TMO icon
49
Thermo Fisher Scientific
TMO
$174B
$13.8M 0.38%
28,169
-2,116
ORCL icon
50
Oracle
ORCL
$477B
$13.8M 0.38%
93,988
-4,666
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