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
NVDA icon
1
NVIDIA
NVDA
$4.96T
$343M 10.15%
2,168,306
-56,270
AAPL icon
2
Apple
AAPL
$4T
$299M 8.86%
1,457,753
+49,015
MSFT icon
3
Microsoft
MSFT
$3.94T
$249M 7.37%
500,378
+36,944
AMZN icon
4
Amazon
AMZN
$2.42T
$196M 5.81%
894,271
+75,636
META icon
5
Meta Platforms (Facebook)
META
$1.67T
$107M 3.18%
145,385
+6,229
TSLA icon
6
Tesla
TSLA
$1.48T
$97.9M 2.9%
308,105
+53,839
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.49T
$69.2M 2.05%
392,659
+65,258
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.5T
$60.8M 1.8%
342,644
+53,161
V icon
9
Visa
V
$673B
$41.8M 1.24%
117,768
-2,519
WMT icon
10
Walmart
WMT
$823B
$40.9M 1.21%
418,050
-10,103
NFLX icon
11
Netflix
NFLX
$465B
$40.1M 1.19%
29,927
+2,385
PG icon
12
Procter & Gamble
PG
$351B
$37.4M 1.11%
234,666
+11,784
JNJ icon
13
Johnson & Johnson
JNJ
$452B
$35.8M 1.06%
234,647
+6,566
HD icon
14
Home Depot
HD
$381B
$35.7M 1.06%
97,308
+450
MA icon
15
Mastercard
MA
$505B
$31.6M 0.94%
56,260
-568
KO icon
16
Coca-Cola
KO
$297B
$27.1M 0.8%
383,326
+24,952
CSCO icon
17
Cisco
CSCO
$285B
$25.5M 0.76%
367,504
-6,225
ABT icon
18
Abbott
ABT
$218B
$22.9M 0.68%
168,401
+655
ORCL icon
19
Oracle
ORCL
$755B
$22.7M 0.67%
103,737
-11,674
BAC icon
20
Bank of America
BAC
$391B
$21.8M 0.64%
459,910
-41,211
LIN icon
21
Linde
LIN
$203B
$21.2M 0.63%
45,103
+243
ISRG icon
22
Intuitive Surgical
ISRG
$190B
$20.7M 0.61%
38,019
+1,130
AMD icon
23
Advanced Micro Devices
AMD
$420B
$20.2M 0.6%
142,509
-14,667
MRK icon
24
Merck
MRK
$214B
$19.4M 0.57%
244,553
+10,101
UNH icon
25
UnitedHealth
UNH
$313B
$19.3M 0.57%
61,895
-5,984
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