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
276
$58K ﹤0.01%
1,387
277
$55K ﹤0.01%
145
278
$54K ﹤0.01%
535
279
$53K ﹤0.01%
802
+52
280
$52K ﹤0.01%
177
+44
281
$52K ﹤0.01%
607
-30
282
$51K ﹤0.01%
5,000
283
$51K ﹤0.01%
204
284
$51K ﹤0.01%
488
285
$49K ﹤0.01%
1,318
286
$47K ﹤0.01%
206
287
$46K ﹤0.01%
333
+6
288
$46K ﹤0.01%
395
289
$46K ﹤0.01%
600
290
$45K ﹤0.01%
196
+6
291
$45K ﹤0.01%
445
-13
292
$44K ﹤0.01%
1,159
293
$43K ﹤0.01%
+1,000
294
$43K ﹤0.01%
+1,489
295
$42K ﹤0.01%
+1,103
296
$41K ﹤0.01%
767
+15
297
$41K ﹤0.01%
+4,672
298
$40K ﹤0.01%
+588
299
$40K ﹤0.01%
1,036
+7
300
$39K ﹤0.01%
504
-13
10 11
12
13 14