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
301
$22.9K ﹤0.01%
1,620
+780
302
$22.9K ﹤0.01%
256
303
$22.8K ﹤0.01%
523
304
$22.7K ﹤0.01%
148
305
$22.6K ﹤0.01%
52
306
$22.6K ﹤0.01%
85
307
$22.4K ﹤0.01%
1,400
308
$22.3K ﹤0.01%
45
309
$22.1K ﹤0.01%
1,000
310
$22K ﹤0.01%
1,397
311
$21.9K ﹤0.01%
630
312
$21.9K ﹤0.01%
377
+5
313
$21.7K ﹤0.01%
81
-48
314
$21.7K ﹤0.01%
126
315
$21.6K ﹤0.01%
650
-3,520
316
$20.5K ﹤0.01%
300
317
$20.4K ﹤0.01%
162
-69
318
$20.4K ﹤0.01%
278
319
$20.2K ﹤0.01%
246
320
$20.2K ﹤0.01%
37
321
$20.1K ﹤0.01%
161
322
$19.9K ﹤0.01%
115
323
$19.7K ﹤0.01%
395
324
$19.1K ﹤0.01%
41
325
$19.1K ﹤0.01%
5
11 12
13
14 15