AFG
Albion Financial Group Portfolio holdings
AUM
$1.53B
1-Year Return
18.52%
This Quarter Return
+10.95%
1 Year Return
+18.52%
3 Year Return
+61.08%
5 Year Return
–
10 Year Return
–
AUM
$1.21B
AUM Growth
+$130M
(+12%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
46.08%
Holding
514
New
36
Increased
77
Reduced
106
Closed
38
Top Buys
Top Sells
| 1 |
Franklin US Low Volatility High Dividend Index ETF
LVHD
|
$2.77M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$690K |
| 3 |
Hasbro
HAS
|
$548K |
| 4 |
GE Aerospace
GE
|
$383K |
| 5 |
Federal Signal
FSS
|
$287K |
Sector Composition
| 1 | Technology | 18.42% |
| 2 | Financials | 7.72% |
| 3 | Consumer Discretionary | 7.52% |
| 4 | Healthcare | 5% |
| 5 | Industrials | 4.27% |
