AFG

Albion Financial Group Portfolio holdings

AUM $1.66B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.4M
3
+$10.4M
4
UBER icon
Uber
UBER
+$5.6M
5
CRM icon
Salesforce
CRM
+$4.92M

Top Sells

1
+$34.2M
2
+$14.7M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.21M
5
CCI icon
Crown Castle
CCI
+$2.45M

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.72%
3 Financials 7.34%
4 Healthcare 4.98%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68K ﹤0.01%
4,530
227
$67.5K ﹤0.01%
1,260
228
$67K ﹤0.01%
+1,301
229
$66.9K ﹤0.01%
1,113
230
$66.8K ﹤0.01%
662
231
$66.1K ﹤0.01%
450
232
$65.5K ﹤0.01%
1,095
233
$65.4K ﹤0.01%
5,408
+105
234
$57.4K ﹤0.01%
131
235
$57K ﹤0.01%
450
236
$56.8K ﹤0.01%
627
237
$55.3K ﹤0.01%
471
-630
238
$54.2K ﹤0.01%
780
239
$53.9K ﹤0.01%
2,901
+46
240
$52.4K ﹤0.01%
1,500
241
$50.8K ﹤0.01%
875
+8
242
$50.2K ﹤0.01%
449
243
$49.9K ﹤0.01%
488
244
$48.8K ﹤0.01%
800
-1,049
245
$47.6K ﹤0.01%
1,250
246
$47.2K ﹤0.01%
177
247
$46K ﹤0.01%
1,000
248
$45.9K ﹤0.01%
300
+85
249
$45.8K ﹤0.01%
206
250
$45K ﹤0.01%
245
8 9
10
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