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
YUM icon
201
Yum! Brands
YUM
$38.6B
$2.73M 0.07%
17,989
LEN icon
202
Lennar Class A
LEN
$31.7B
$2.73M 0.07%
21,694
+493
SLF icon
203
Sun Life Financial
SLF
$34.2B
$2.73M 0.07%
32,616
AWK icon
204
American Water Works
AWK
$24.7B
$2.73M 0.07%
19,579
+3,006
NDAQ icon
205
Nasdaq
NDAQ
$48.9B
$2.72M 0.07%
30,805
ACGL icon
206
Arch Capital
ACGL
$31.8B
$2.72M 0.07%
29,957
HSY icon
207
Hershey
HSY
$34.7B
$2.72M 0.07%
14,525
HPQ icon
208
HP
HPQ
$25.7B
$2.7M 0.07%
99,117
MTB icon
209
M&T Bank
MTB
$28.1B
$2.68M 0.07%
13,544
+107
PPG icon
210
PPG Industries
PPG
$22B
$2.66M 0.07%
25,313
+5,906
ES icon
211
Eversource Energy
ES
$27.4B
$2.63M 0.07%
36,913
VLTO icon
212
Veralto
VLTO
$24.9B
$2.62M 0.07%
24,552
TSCO icon
213
Tractor Supply
TSCO
$28.7B
$2.6M 0.07%
45,797
VRSK icon
214
Verisk Analytics
VRSK
$30.3B
$2.59M 0.07%
10,279
CTSH icon
215
Cognizant
CTSH
$34.9B
$2.56M 0.07%
38,114
FIS icon
216
Fidelity National Information Services
FIS
$32.6B
$2.55M 0.07%
38,714
LULU icon
217
lululemon athletica
LULU
$19.9B
$2.51M 0.07%
14,132
+2,901
PODD icon
218
Insulet
PODD
$22B
$2.49M 0.06%
8,074
+1,552
HUBB icon
219
Hubbell
HUBB
$25B
$2.48M 0.06%
5,771
+148
HUM icon
220
Humana
HUM
$34.4B
$2.48M 0.06%
9,527
PHM icon
221
Pultegroup
PHM
$23.2B
$2.47M 0.06%
18,682
+481
EFX icon
222
Equifax
EFX
$25.9B
$2.46M 0.06%
9,572
+2,375
EL icon
223
Estee Lauder
EL
$35.2B
$2.43M 0.06%
27,544
+6,765
FSLR icon
224
First Solar
FSLR
$25.1B
$2.42M 0.06%
10,951
+3,577
STT icon
225
State Street
STT
$32.5B
$2.41M 0.06%
20,796