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
$3.38B
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.1M
3
+$16.6M
4
INTU icon
Intuit
INTU
+$14.9M
5
GEV icon
GE Vernova
GEV
+$13.7M

Top Sells

1
+$14.4M
2
+$11.4M
3
+$9.83M
4
NVDA icon
NVIDIA
NVDA
+$8.89M
5
AMT icon
American Tower
AMT
+$6.77M

Sector Composition

1 Technology 37.73%
2 Consumer Discretionary 14.58%
3 Financials 12.02%
4 Communication Services 10.72%
5 Healthcare 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEG icon
151
Public Service Enterprise Group
PEG
$40.3B
$4M 0.12%
47,536
APO icon
152
Apollo Global Management
APO
$70.6B
$4M 0.12%
28,205
KVUE icon
153
Kenvue
KVUE
$27.3B
$3.93M 0.12%
187,736
+24,238
DXCM icon
154
DexCom
DXCM
$26.7B
$3.87M 0.11%
44,336
-1,019
AMP icon
155
Ameriprise Financial
AMP
$42.8B
$3.84M 0.11%
7,200
-100
SPG icon
156
Simon Property Group
SPG
$56.6B
$3.83M 0.11%
23,797
+2,565
ALL icon
157
Allstate
ALL
$50.6B
$3.82M 0.11%
18,961
TFC icon
158
Truist Financial
TFC
$56.7B
$3.75M 0.11%
87,274
-13,506
CBRE icon
159
CBRE Group
CBRE
$45.5B
$3.73M 0.11%
26,598
-4,310
GLW icon
160
Corning
GLW
$72.9B
$3.71M 0.11%
70,609
-10,210
CPNG icon
161
Coupang
CPNG
$58.2B
$3.67M 0.11%
122,514
AFL icon
162
Aflac
AFL
$57.1B
$3.61M 0.11%
34,224
-836
AIG icon
163
American International
AIG
$43.3B
$3.49M 0.1%
40,801
-709
ABNB icon
164
Airbnb
ABNB
$77.3B
$3.48M 0.1%
26,291
-3,781
PAYX icon
165
Paychex
PAYX
$42.2B
$3.48M 0.1%
23,890
CAH icon
166
Cardinal Health
CAH
$45.1B
$3.44M 0.1%
20,489
-4,403
OTIS icon
167
Otis Worldwide
OTIS
$36.3B
$3.44M 0.1%
34,728
URI icon
168
United Rentals
URI
$54.7B
$3.4M 0.1%
4,509
-627
FERG icon
169
Ferguson
FERG
$49.3B
$3.38M 0.1%
+15,524
DELL icon
170
Dell
DELL
$108B
$3.36M 0.1%
27,425
-5,753
DHI icon
171
D.R. Horton
DHI
$44B
$3.36M 0.1%
26,049
-3,867
SYY icon
172
Sysco
SYY
$35.7B
$3.35M 0.1%
44,196
+6,758
CCJ icon
173
Cameco
CCJ
$45.6B
$3.31M 0.1%
32,700
A icon
174
Agilent Technologies
A
$40.6B
$3.28M 0.1%
27,787
VMC icon
175
Vulcan Materials
VMC
$38.3B
$3.21M 0.1%
12,317
5 6
7
8 9