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
51
$11.4M 0.37%
518,824
-7,734
52
$11.3M 0.37%
22,006
-912
53
$11.2M 0.37%
2,397
-5
54
$11.2M 0.37%
93,920
+448
55
$11.2M 0.37%
13,582
-429
56
$10.9M 0.36%
+122,448
57
$10.3M 0.34%
26,732
-3,539
58
$10.2M 0.34%
142,721
+10,001
59
$10.1M 0.33%
275,709
-26,632
60
$9.83M 0.32%
114,513
-6,000
61
$9.21M 0.3%
60,187
-5,909
62
$9.03M 0.3%
9,384
-343
63
$8.99M 0.3%
33,994
-3,236
64
$8.96M 0.29%
90,156
+3,724
65
$8.83M 0.29%
43,035
-4,841
66
$8.8M 0.29%
36,099
-2,483
67
$8.55M 0.28%
12,335
-1,531
68
$8.5M 0.28%
27,679
-2,779
69
$8.27M 0.27%
12,050
-1,530
70
$8.2M 0.27%
34,973
-4,590
71
$8.12M 0.27%
101,298
+2,062
72
$8.02M 0.26%
108,734
-14,890
73
$8M 0.26%
120,981
-17,643
74
$7.96M 0.26%
72,222
-7,075
75
$7.91M 0.26%
100,672
-4,218
1 2
3
4 5