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
201
$2.62M 0.09%
31,286
+1,259
202
$2.56M 0.08%
81,727
-646
203
$2.55M 0.08%
22,057
-7,007
204
$2.55M 0.08%
45,797
-10,753
205
$2.54M 0.08%
14,200
+1,652
206
$2.53M 0.08%
9,527
-420
207
$2.52M 0.08%
32,742
-2,814
208
$2.46M 0.08%
30,135
209
$2.44M 0.08%
8,626
-171
210
$2.42M 0.08%
16,573
-4,616
211
$2.42M 0.08%
24,552
+3,026
212
$2.41M 0.08%
13,437
-341
213
$2.41M 0.08%
30,805
-996
214
$2.38M 0.08%
22,842
-130
215
$2.38M 0.08%
14,525
-336
216
$2.36M 0.08%
37,623
-119
217
$2.34M 0.08%
5,496
-1,006
218
$2.34M 0.08%
29,444
-16
219
$2.31M 0.08%
38,114
-619
220
$2.31M 0.08%
10,734
-264
221
$2.31M 0.08%
66,292
-1,661
222
$2.27M 0.07%
3,827
-232
223
$2.25M 0.07%
22,347
-2,560
224
$2.22M 0.07%
52,132
-17,819
225
$2.22M 0.07%
17,782
-4,734
7 8
9
10 11