AF

Avanza Fonder Portfolio holdings

AUM $3.94B
1-Year Est. Return 25.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.43%
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
1
$343M 10.15%
2,168,306
-56,270
2
$299M 8.86%
1,457,753
+49,015
3
$249M 7.37%
500,378
+36,944
4
$196M 5.81%
894,271
+75,636
5
$107M 3.18%
145,385
+6,229
6
$97.9M 2.9%
308,105
+53,839
7
$69.2M 2.05%
392,659
+65,258
8
$60.8M 1.8%
342,644
+53,161
9
$41.8M 1.24%
117,768
-2,519
10
$40.9M 1.21%
418,050
-10,103
11
$40.1M 1.19%
299,270
+23,850
12
$37.4M 1.11%
234,666
+11,784
13
$35.8M 1.06%
234,647
+6,566
14
$35.7M 1.06%
97,308
+450
15
$31.6M 0.94%
56,260
-568
16
$27.1M 0.8%
383,326
+24,952
17
$25.5M 0.76%
367,504
-6,225
18
$22.9M 0.68%
168,401
+655
19
$22.7M 0.67%
103,737
-11,674
20
$21.8M 0.64%
459,910
-41,211
21
$21.2M 0.63%
45,103
+243
22
$20.7M 0.61%
38,019
+1,130
23
$20.2M 0.6%
142,509
-14,667
24
$19.4M 0.57%
244,553
+10,101
25
$19.3M 0.57%
61,895
-5,984
1
2 3 4 5