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
276
$30K ﹤0.01%
25
277
$29.9K ﹤0.01%
595
278
$29.6K ﹤0.01%
85
279
$29.5K ﹤0.01%
1,066
-100
280
$28.8K ﹤0.01%
386
-204
281
$28K ﹤0.01%
633
-8,282
282
$28K ﹤0.01%
251
283
$27.6K ﹤0.01%
600
284
$27.1K ﹤0.01%
1,260
285
$26.9K ﹤0.01%
317
286
$26.7K ﹤0.01%
254
287
$26.7K ﹤0.01%
338
288
$26.5K ﹤0.01%
122
-21
289
$26.1K ﹤0.01%
2,600
-1,000
290
$25.8K ﹤0.01%
72
-168
291
$25.3K ﹤0.01%
402
-204
292
$25.2K ﹤0.01%
241
293
$24.7K ﹤0.01%
976
-1,260
294
$24.5K ﹤0.01%
353
-154
295
$24.3K ﹤0.01%
310
-141
296
$24.2K ﹤0.01%
598
297
$23.9K ﹤0.01%
89
-103
298
$23.9K ﹤0.01%
36
-20
299
$23.6K ﹤0.01%
250
300
$23.3K ﹤0.01%
447
10 11
12
13 14