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
126
$4.54M 0.15%
46,259
-402
127
$4.53M 0.15%
23,934
-3,828
128
$4.52M 0.15%
62,702
-2,740
129
$4.49M 0.15%
53,324
-770
130
$4.48M 0.15%
91,849
-22,855
131
$4.47M 0.15%
33,738
-165
132
$4.42M 0.15%
30,959
-5,120
133
$4.38M 0.14%
16,552
-2,703
134
$4.33M 0.14%
83,308
-9,324
135
$4.28M 0.14%
109,724
-6,740
136
$4.25M 0.14%
65,389
-11,072
137
$4.24M 0.14%
42,763
-4,626
138
$4.19M 0.14%
100,780
-114
139
$4.18M 0.14%
+50,478
140
$4.15M 0.14%
4,125
-576
141
$4.12M 0.14%
30,908
-96
142
$4.11M 0.13%
61,026
-7,819
143
$4.07M 0.13%
+28,631
144
$4.02M 0.13%
59,855
-9,744
145
$4M 0.13%
16,484
-225
146
$3.99M 0.13%
28,205
-63
147
$3.99M 0.13%
35,854
-7,800
148
$3.98M 0.13%
47,536
-8,519
149
$3.94M 0.13%
35,060
-5,770
150
$3.93M 0.13%
16,996
-239
4 5
6
7 8