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
ABT icon
26
Abbott
ABT
$184B
$24.5M 0.62%
195,451
+16,161
ISRG icon
27
Intuitive Surgical
ISRG
$185B
$23.4M 0.59%
41,241
+191
PEP icon
28
PepsiCo
PEP
$203B
$22.7M 0.58%
158,084
+9,431
LIN icon
29
Linde
LIN
$211B
$22.6M 0.57%
53,081
+4,708
RY icon
30
Royal Bank of Canada
RY
$233B
$21.9M 0.55%
93,431
+559
UNH icon
31
UnitedHealth
UNH
$266B
$21.6M 0.55%
65,502
+1,648
AMGN icon
32
Amgen
AMGN
$184B
$21.1M 0.53%
64,357
+7,150
LRCX icon
33
Lam Research
LRCX
$301B
$19.6M 0.5%
114,313
-4,152
ORCL icon
34
Oracle
ORCL
$496B
$19.2M 0.49%
98,654
-6,173
GS icon
35
Goldman Sachs
GS
$281B
$19.1M 0.49%
21,766
-929
AMAT icon
36
Applied Materials
AMAT
$267B
$18.9M 0.48%
73,646
-4,411
IBM icon
37
IBM
IBM
$275B
$18.8M 0.48%
63,322
+2,290
QCOM icon
38
Qualcomm
QCOM
$163B
$18.3M 0.46%
106,766
-68
TJX icon
39
TJX Companies
TJX
$164B
$17.6M 0.45%
114,629
+418
TMO icon
40
Thermo Fisher Scientific
TMO
$228B
$17.5M 0.45%
30,285
+1,481
BSX icon
41
Boston Scientific
BSX
$139B
$17.4M 0.44%
182,979
+21,210
CRM icon
42
Salesforce
CRM
$214B
$16.2M 0.41%
61,144
-4,894
GILD icon
43
Gilead Sciences
GILD
$173B
$16.1M 0.41%
130,929
+3,890
MS icon
44
Morgan Stanley
MS
$289B
$15.8M 0.4%
88,892
-138
AXP icon
45
American Express
AXP
$246B
$15.5M 0.39%
41,782
+1,898
C icon
46
Citigroup
C
$200B
$15.4M 0.39%
132,034
-4,738
SYK icon
47
Stryker
SYK
$137B
$14.9M 0.38%
42,319
+3,117
KLAC icon
48
KLA
KLAC
$214B
$14.8M 0.38%
12,194
-76
DIS icon
49
Walt Disney
DIS
$194B
$14.7M 0.37%
129,419
PFE icon
50
Pfizer
PFE
$147B
$14.6M 0.37%
585,928
+7,290
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