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
176
$3.1M 0.1%
54,002
-10,635
177
$3.09M 0.1%
45,355
-2,622
178
$3.08M 0.1%
10,279
-456
179
$3.05M 0.1%
16,664
-112
180
$2.99M 0.1%
13,228
+1,559
181
$2.97M 0.1%
41,653
-5,418
182
$2.96M 0.1%
12,317
183
$2.96M 0.1%
43,845
-8,833
184
$2.93M 0.1%
38,714
-1,238
185
$2.93M 0.1%
28,211
-5,753
186
$2.89M 0.1%
7,632
-323
187
$2.85M 0.09%
+29,475
188
$2.85M 0.09%
37,181
-956
189
$2.85M 0.09%
17,989
-4,106
190
$2.82M 0.09%
37,438
-8,777
191
$2.8M 0.09%
25,805
-389
192
$2.78M 0.09%
46,987
-10,665
193
$2.77M 0.09%
23,289
+595
194
$2.76M 0.09%
99,117
-1,653
195
$2.76M 0.09%
122,514
-1,625
196
$2.74M 0.09%
32,616
-9,500
197
$2.74M 0.09%
39,503
-2,927
198
$2.7M 0.09%
5,491
-1,230
199
$2.65M 0.09%
17,486
-372
200
$2.62M 0.09%
48,087
+11,493
6 7
8
9 10