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
$3.86B
AUM Growth
+$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$18.8M
3 +$8.59M
4
AMZN icon
Amazon
AMZN
+$6.28M
5
META icon
Meta Platforms (Facebook)
META
+$4.57M

Top Sells

1 +$2.48M
2 +$2.38M
3 +$1.67M
4
JNPR
Juniper Networks
JNPR
+$1.37M
5
WDC icon
Western Digital
WDC
+$471K

Sector Composition

1 Technology 39.49%
2 Consumer Discretionary 14.58%
3 Financials 11.61%
4 Communication Services 10.72%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RY icon
26
Royal Bank of Canada
RY
$225B
$19M 0.49%
92,872
+2,921
ISRG icon
27
Intuitive Surgical
ISRG
$168B
$18.4M 0.48%
41,050
+3,031
GS icon
28
Goldman Sachs
GS
$232B
$18.1M 0.47%
22,695
+1,950
QCOM icon
29
Qualcomm
QCOM
$139B
$17.8M 0.46%
106,834
+4,902
IBM icon
30
IBM
IBM
$231B
$17.2M 0.45%
61,032
+75
GEV icon
31
GE Vernova
GEV
$217B
$17.1M 0.44%
27,791
+1,834
TJX icon
32
TJX Companies
TJX
$173B
$16.5M 0.43%
114,211
+3,885
AMGN icon
33
Amgen
AMGN
$197B
$16.1M 0.42%
57,207
+4,546
AMAT icon
34
Applied Materials
AMAT
$271B
$16M 0.41%
78,057
+6,060
LRCX icon
35
Lam Research
LRCX
$265B
$15.9M 0.41%
118,465
+4,246
BSX icon
36
Boston Scientific
BSX
$103B
$15.8M 0.41%
161,769
+3,676
CRM icon
37
Salesforce
CRM
$178B
$15.7M 0.41%
66,038
+3,059
T icon
38
AT&T
T
$194B
$14.9M 0.39%
528,088
+37,218
DIS icon
39
Walt Disney
DIS
$176B
$14.8M 0.38%
129,419
+8,720
MU icon
40
Micron Technology
MU
$480B
$14.8M 0.38%
88,234
-853
PFE icon
41
Pfizer
PFE
$151B
$14.7M 0.38%
578,638
+39,568
SYK icon
42
Stryker
SYK
$129B
$14.5M 0.38%
39,202
+1,485
MS icon
43
Morgan Stanley
MS
$246B
$14.2M 0.37%
89,030
+6,536
GILD icon
44
Gilead Sciences
GILD
$180B
$14.1M 0.37%
127,039
+574
TMO icon
45
Thermo Fisher Scientific
TMO
$173B
$14M 0.36%
28,804
+1,278
C icon
46
Citigroup
C
$185B
$13.9M 0.36%
136,772
+12,832
VZ icon
47
Verizon
VZ
$217B
$13.8M 0.36%
314,467
+21,672
INTU icon
48
Intuit
INTU
$122B
$13.8M 0.36%
20,234
+968
ANET icon
49
Arista Networks
ANET
$168B
$13.6M 0.35%
93,116
+3,751
LOW icon
50
Lowe's Companies
LOW
$133B
$13.3M 0.34%
52,909
+248