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
151
$3.9M 0.13%
163,498
-24,282
152
$3.9M 0.13%
18,961
-3,337
153
$3.84M 0.13%
+18,097
154
$3.83M 0.13%
29,916
-2,665
155
$3.79M 0.12%
45,896
-1,380
156
$3.78M 0.12%
43,245
-21,028
157
$3.76M 0.12%
80,819
-1,270
158
$3.7M 0.12%
23,890
-390
159
$3.69M 0.12%
30,072
-442
160
$3.64M 0.12%
41,510
-1,758
161
$3.62M 0.12%
21,232
-3,325
162
$3.61M 0.12%
34,728
-8,001
163
$3.61M 0.12%
7,300
-38
164
$3.55M 0.12%
20,866
-339
165
$3.45M 0.11%
24,892
-465
166
$3.43M 0.11%
338,340
-65,611
167
$3.36M 0.11%
19,101
168
$3.32M 0.11%
94,501
-19,938
169
$3.32M 0.11%
5,136
-100
170
$3.22M 0.11%
27,787
-860
171
$3.2M 0.11%
42,548
-816
172
$3.18M 0.1%
5,515
+1
173
$3.17M 0.1%
28,126
-754
174
$3.16M 0.1%
33,178
-636
175
$3.13M 0.1%
10,549
-2,193
5 6
7
8 9