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
26
$16.2M 0.53%
157,176
-24,316
27
$15.4M 0.51%
99,888
-12,627
28
$15.3M 0.5%
50,148
-8,974
29
$15.2M 0.5%
56,117
-6,872
30
$14.7M 0.48%
146,447
-14,924
31
$14.5M 0.48%
58,118
-8,567
32
$14.4M 0.47%
46,098
-5,932
33
$13.9M 0.46%
84,690
-8,000
34
$13.7M 0.45%
36,391
-4,790
35
$13.4M 0.44%
475,835
-42,183
36
$13.4M 0.44%
119,661
-7,454
37
$13.4M 0.44%
23,748
+244
38
$13.3M 0.43%
106,096
-7,706
39
$13.2M 0.43%
+41,798
40
$13.2M 0.43%
134,672
-1,160
41
$13.1M 0.43%
531,062
-66,648
42
$12.8M 0.42%
26,200
-3,714
43
$12.7M 0.42%
54,013
-3,169
44
$12.7M 0.42%
283,197
-40,932
45
$12M 0.39%
42,682
-5,194
46
$11.8M 0.39%
24,962
-1,311
47
$11.6M 0.38%
24,020
-4,138
48
$11.6M 0.38%
42,055
+1,344
49
$11.5M 0.38%
78,117
-7,090
50
$11.4M 0.38%
192,034
-26,192
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