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
351
$20K ﹤0.01%
+175
352
$20K ﹤0.01%
269
353
$20K ﹤0.01%
277
-122
354
$20K ﹤0.01%
100
-45
355
$20K ﹤0.01%
120
+100
356
$19K ﹤0.01%
317
+90
357
$19K ﹤0.01%
67
-29
358
$19K ﹤0.01%
+177
359
$19K ﹤0.01%
280
-9,322
360
$19K ﹤0.01%
333
361
$19K ﹤0.01%
1,943
-2,250
362
$18K ﹤0.01%
75
363
$18K ﹤0.01%
+2,161
364
$18K ﹤0.01%
168
+18
365
$18K ﹤0.01%
1,159
366
$18K ﹤0.01%
+1,015
367
$17K ﹤0.01%
889
368
$16K ﹤0.01%
+20
369
$16K ﹤0.01%
286
370
$16K ﹤0.01%
1,000
371
$16K ﹤0.01%
240
372
$16K ﹤0.01%
+268
373
$16K ﹤0.01%
+174
374
$16K ﹤0.01%
290
375
$15K ﹤0.01%
700
13 14
15
16 17