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
101
$5.81M 0.19%
94,279
-3,034
102
$5.62M 0.18%
36,523
-6,600
103
$5.62M 0.18%
11,935
-117
104
$5.62M 0.18%
+61,974
105
$5.57M 0.18%
8,899
-1,509
106
$5.47M 0.18%
30,878
+1,572
107
$5.46M 0.18%
22,276
-2,245
108
$5.41M 0.18%
1,419
-236
109
$5.31M 0.17%
29,172
-774
110
$5.28M 0.17%
83,536
+10,421
111
$5.26M 0.17%
6,323
-844
112
$5.1M 0.17%
118,514
+7,563
113
$5.09M 0.17%
18,224
-3,852
114
$5.09M 0.17%
19,004
-1,465
115
$5.01M 0.16%
60,397
+3,300
116
$4.93M 0.16%
128,981
-22,647
117
$4.92M 0.16%
106,144
-4,900
118
$4.86M 0.16%
71,293
-10,500
119
$4.77M 0.16%
10,875
-1,419
120
$4.75M 0.16%
103,421
-1,702
121
$4.7M 0.15%
17,733
-2,390
122
$4.66M 0.15%
19,022
-3,000
123
$4.63M 0.15%
96,584
-14,778
124
$4.6M 0.15%
30,961
-4,290
125
$4.59M 0.15%
43,390
-708
3 4
5
6 7