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
301
$39K ﹤0.01%
+175
302
$38K ﹤0.01%
326
-45
303
$38K ﹤0.01%
900
304
$37K ﹤0.01%
138
-3
305
$37K ﹤0.01%
+25
306
$37K ﹤0.01%
748
+321
307
$37K ﹤0.01%
226
308
$36K ﹤0.01%
864
+23
309
$35K ﹤0.01%
341
-141
310
$35K ﹤0.01%
1,000
311
$35K ﹤0.01%
+328
312
$35K ﹤0.01%
1,925
313
$34K ﹤0.01%
1,250
+26
314
$32K ﹤0.01%
1,025
315
$32K ﹤0.01%
522
+41
316
$32K ﹤0.01%
1,000
317
$32K ﹤0.01%
1,248
318
$32K ﹤0.01%
598
319
$32K ﹤0.01%
650
320
$31K ﹤0.01%
+1,000
321
$30K ﹤0.01%
561
322
$30K ﹤0.01%
+355
323
$30K ﹤0.01%
+1,226
324
$30K ﹤0.01%
1,000
325
$30K ﹤0.01%
+1,383
11 12
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