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
251
$44.7K ﹤0.01%
608
252
$44.2K ﹤0.01%
95
253
$44.2K ﹤0.01%
870
254
$43.9K ﹤0.01%
180
255
$43.5K ﹤0.01%
144
-35
256
$43.4K ﹤0.01%
1,425
257
$43.1K ﹤0.01%
250
258
$42.1K ﹤0.01%
87
259
$41.8K ﹤0.01%
425
260
$41.7K ﹤0.01%
380
261
$41.5K ﹤0.01%
206
262
$38.3K ﹤0.01%
695
263
$37K ﹤0.01%
670
264
$36.4K ﹤0.01%
71
265
$36K ﹤0.01%
437
266
$34.8K ﹤0.01%
318
267
$34.3K ﹤0.01%
352
268
$33.8K ﹤0.01%
96
269
$33.1K ﹤0.01%
251
270
$33K ﹤0.01%
100
271
$32.1K ﹤0.01%
186
-6
272
$30.9K ﹤0.01%
181
-115
273
$30.7K ﹤0.01%
1,082
274
$30.7K ﹤0.01%
50
275
$30.5K ﹤0.01%
191
9 10
11
12 13