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
$1.21B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.57M
3
+$1.33M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.3M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.27M

Top Sells

1
+$2.77M
2
+$690K
3
+$548K
4
GE icon
GE Aerospace
GE
+$383K
5
FSS icon
Federal Signal
FSS
+$287K

Sector Composition

1 Technology 18.42%
2 Financials 7.72%
3 Consumer Discretionary 7.52%
4 Healthcare 5%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.91K ﹤0.01%
537
352
$4.79K ﹤0.01%
+139
353
$4.79K ﹤0.01%
88
354
$4.72K ﹤0.01%
150
355
$4.7K ﹤0.01%
25
356
$4.55K ﹤0.01%
160
357
$4.54K ﹤0.01%
125
358
$4.42K ﹤0.01%
36
359
$4.35K ﹤0.01%
+86
360
$4.32K ﹤0.01%
267
361
$4.3K ﹤0.01%
513
362
$4.26K ﹤0.01%
56
363
$4.03K ﹤0.01%
+122
364
$3.87K ﹤0.01%
+36
365
$3.82K ﹤0.01%
7
366
$3.77K ﹤0.01%
186
-703
367
$3.71K ﹤0.01%
200
368
$3.63K ﹤0.01%
63
369
$3.62K ﹤0.01%
100
370
$3.32K ﹤0.01%
3,043
371
$3.3K ﹤0.01%
67
372
$3.29K ﹤0.01%
300
373
$3.22K ﹤0.01%
147
374
$3.17K ﹤0.01%
55
375
$3.08K ﹤0.01%
19
13 14
15
16 17