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
326
$18.4K ﹤0.01%
4
-1
327
$17.8K ﹤0.01%
51
328
$17.5K ﹤0.01%
87
329
$17K ﹤0.01%
91
330
$16.6K ﹤0.01%
53
331
$16.4K ﹤0.01%
1,066
332
$16.3K ﹤0.01%
+91
333
$15.7K ﹤0.01%
89
334
$15.7K ﹤0.01%
127
335
$15.2K ﹤0.01%
361
-335
336
$15.2K ﹤0.01%
245
337
$15.1K ﹤0.01%
19
338
$15.1K ﹤0.01%
95
-874
339
$14.8K ﹤0.01%
84
-73
340
$14.7K ﹤0.01%
57
341
$14.4K ﹤0.01%
240
342
$14K ﹤0.01%
82
343
$13.9K ﹤0.01%
+1,000
344
$13.8K ﹤0.01%
25
345
$13.7K ﹤0.01%
191
+1
346
$13.5K ﹤0.01%
386
-204
347
$13.1K ﹤0.01%
+470
348
$13K ﹤0.01%
449
349
$12.7K ﹤0.01%
43
350
$12.6K ﹤0.01%
87
12 13
14
15 16