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
$1.26B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.23M
3
+$3.62M
4
PTON icon
Peloton Interactive
PTON
+$3.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.39M

Top Sells

1
+$3.06M
2
+$3.02M
3
+$2.51M
4
T icon
AT&T
T
+$2.48M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.27M

Sector Composition

1 Technology 20.62%
2 Consumer Discretionary 9.89%
3 Financials 7.74%
4 Healthcare 6.09%
5 Communication Services 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$90K 0.01%
18,000
252
$89K 0.01%
3,687
-30
253
$89K 0.01%
6,396
254
$85K 0.01%
1,100
255
$85K 0.01%
1,154
-21
256
$79K 0.01%
1,122
+60
257
$77K 0.01%
1,000
258
$77K 0.01%
1,050
259
$76K 0.01%
1,015
+15
260
$74K 0.01%
4,220
261
$73K 0.01%
1,076
262
$72K 0.01%
1,000
263
$72K 0.01%
541
-178
264
$72K 0.01%
4,219
+60
265
$67K 0.01%
+650
266
$67K 0.01%
400
267
$67K 0.01%
4,241
268
$66K 0.01%
1,036
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269
$66K 0.01%
332
270
$65K 0.01%
3,000
271
$64K 0.01%
+2,364
272
$62K ﹤0.01%
3,000
273
$62K ﹤0.01%
+1,988
274
$60K ﹤0.01%
508
+8
275
$60K ﹤0.01%
+684
9 10
11
12 13