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
EW icon
126
Edwards Lifesciences
EW
$48.4B
$5.58M 0.14%
71,734
+9,173
BDX icon
127
Becton Dickinson
BDX
$57.1B
$5.39M 0.14%
28,810
+2,318
EQIX icon
128
Equinix
EQIX
$74.8B
$5.37M 0.14%
6,857
ELV icon
129
Elevance Health
ELV
$80.2B
$5.36M 0.14%
16,598
+1,493
RBLX icon
130
Roblox
RBLX
$61B
$5.34M 0.14%
38,558
CI icon
131
Cigna
CI
$74B
$5.28M 0.14%
18,334
FDX icon
132
FedEx
FDX
$66.4B
$5.26M 0.14%
22,294
+322
NXPI icon
133
NXP Semiconductors
NXPI
$58.3B
$5.16M 0.13%
22,650
+404
ROST icon
134
Ross Stores
ROST
$59.6B
$5.03M 0.13%
33,006
RSG icon
135
Republic Services
RSG
$66.7B
$5.03M 0.13%
21,918
+2,896
FCX icon
136
Freeport-McMoran
FCX
$68.2B
$4.98M 0.13%
126,939
KMB icon
137
Kimberly-Clark
KMB
$34.1B
$4.89M 0.13%
39,314
+5,109
PEG icon
138
Public Service Enterprise Group
PEG
$40.2B
$4.76M 0.12%
57,024
+9,488
EXC icon
139
Exelon
EXC
$44.2B
$4.71M 0.12%
104,727
CVNA icon
140
Carvana
CVNA
$63.3B
$4.66M 0.12%
12,341
+176
TFC icon
141
Truist Financial
TFC
$63.6B
$4.62M 0.12%
101,159
+13,885
TRV icon
142
Travelers Companies
TRV
$64.8B
$4.62M 0.12%
16,552
MFC icon
143
Manulife Financial
MFC
$60.1B
$4.6M 0.12%
106,144
SPG icon
144
Simon Property Group
SPG
$60.1B
$4.47M 0.12%
23,797
KR icon
145
Kroger
KR
$40.2B
$4.41M 0.11%
65,475
+4,449
PYPL icon
146
PayPal
PYPL
$56.8B
$4.41M 0.11%
65,812
HLT icon
147
Hilton Worldwide
HLT
$66.4B
$4.41M 0.11%
16,996
DHI icon
148
D.R. Horton
DHI
$45.5B
$4.34M 0.11%
25,638
-411
URI icon
149
United Rentals
URI
$51.6B
$4.33M 0.11%
4,538
+29
MAR icon
150
Marriott International
MAR
$82.8B
$4.29M 0.11%
16,484