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

Top Buys

1
+$35.4M
2
+$19.1M
3
+$9.69M
4
AMZN icon
Amazon
AMZN
+$6.1M
5
META icon
Meta Platforms (Facebook)
META
+$4.51M

Top Sells

1
+$2.88M
2
+$2.38M
3
+$1.93M
4
JNPR
Juniper Networks
JNPR
+$1.37M
5
WDC icon
Western Digital
WDC
+$692K

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
BKNG icon
51
Booking.com
BKNG
$168B
$13.3M 0.34%
2,461
+235
AXP icon
52
American Express
AXP
$251B
$13.2M 0.34%
39,884
+3,182
KLAC icon
53
KLA
KLAC
$161B
$13.2M 0.34%
12,270
+536
NOW icon
54
ServiceNow
NOW
$196B
$13.1M 0.34%
14,244
WELL icon
55
Welltower
WELL
$123B
$12.6M 0.33%
70,459
+6,055
MDT icon
56
Medtronic
MDT
$118B
$12.4M 0.32%
129,917
+8,338
BLK icon
57
Blackrock
BLK
$171B
$12.3M 0.32%
10,536
+1,089
SCHW icon
58
Charles Schwab
SCHW
$173B
$12.2M 0.32%
127,542
+7,472
PGR icon
59
Progressive
PGR
$122B
$11.4M 0.3%
46,190
+3,361
ACN icon
60
Accenture
ACN
$154B
$11.3M 0.29%
46,003
+2,747
DE icon
61
Deere & Co
DE
$130B
$10.9M 0.28%
23,926
+1,072
ADBE icon
62
Adobe
ADBE
$143B
$10.7M 0.28%
30,248
+1,734
SPGI icon
63
S&P Global
SPGI
$151B
$10.6M 0.28%
21,866
+923
VRTX icon
64
Vertex Pharmaceuticals
VRTX
$107B
$10.6M 0.27%
27,053
+1,628
MCK icon
65
McKesson
MCK
$104B
$10.2M 0.27%
13,258
+1,023
AEM icon
66
Agnico Eagle Mines
AEM
$81.4B
$10.2M 0.27%
43,644
-189
COF icon
67
Capital One
COF
$142B
$9.97M 0.26%
46,881
+5,653
ORLY icon
68
O'Reilly Automotive
ORLY
$81.2B
$9.5M 0.25%
88,073
+5,008
DASH icon
69
DoorDash
DASH
$110B
$9.45M 0.25%
34,741
PANW icon
70
Palo Alto Networks
PANW
$149B
$9.35M 0.24%
45,939
+2,073
NEM icon
71
Newmont
NEM
$89.5B
$9.34M 0.24%
110,801
+6,521
BMY icon
72
Bristol-Myers Squibb
BMY
$89.8B
$9.15M 0.24%
202,862
+10,406
DHR icon
73
Danaher
DHR
$152B
$9.13M 0.24%
46,043
+3,354
ADP icon
74
Automatic Data Processing
ADP
$106B
$9.12M 0.24%
31,083
+2,075
BX icon
75
Blackstone
BX
$117B
$8.95M 0.23%
52,414
+2,488
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3
4 5