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
76
$7.85M 0.26%
53,142
+915
77
$7.75M 0.25%
4,007
-155
78
$7.73M 0.25%
+25,645
79
$7.48M 0.25%
79,170
-7,080
80
$7.39M 0.24%
35,428
-1,611
81
$7.35M 0.24%
65,465
-5,581
82
$7.26M 0.24%
28,752
-946
83
$7.21M 0.24%
41,627
-4,892
84
$7.09M 0.23%
109,083
-10,099
85
$7.02M 0.23%
16,058
-1,475
86
$6.85M 0.22%
41,875
-3,373
87
$6.84M 0.22%
+19,657
88
$6.77M 0.22%
31,079
-4,558
89
$6.73M 0.22%
71,922
-15,465
90
$6.56M 0.22%
38,486
-4,398
91
$6.54M 0.21%
125,942
92
$6.49M 0.21%
15,105
-2,764
93
$6.45M 0.21%
19,425
-3,986
94
$6.33M 0.21%
18,395
-1,608
95
$6.25M 0.21%
51,665
+2,061
96
$6.22M 0.2%
91,362
-14,342
97
$6.18M 0.2%
44,232
+1,900
98
$6.05M 0.2%
+15,282
99
$5.91M 0.19%
22,504
-4,014
100
$5.88M 0.19%
20,873
-3,600
2 3
4
5 6