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
351
$12.6K ﹤0.01%
211
-194
352
$12.5K ﹤0.01%
144
-91
353
$12.3K ﹤0.01%
200
354
$12.2K ﹤0.01%
46
355
$12.1K ﹤0.01%
309
356
$12K ﹤0.01%
300
357
$11.8K ﹤0.01%
35
358
$11.7K ﹤0.01%
125
359
$11.6K ﹤0.01%
281
360
$11.4K ﹤0.01%
450
361
$11.4K ﹤0.01%
150
362
$11.2K ﹤0.01%
200
-558
363
$11K ﹤0.01%
1,647
364
$10.8K ﹤0.01%
82
365
$10.7K ﹤0.01%
98
366
$10.7K ﹤0.01%
376
367
$10.7K ﹤0.01%
37
368
$10.6K ﹤0.01%
195
+10
369
$10.6K ﹤0.01%
38
370
$10.4K ﹤0.01%
315
371
$10.3K ﹤0.01%
152
372
$10.2K ﹤0.01%
90
373
$10.2K ﹤0.01%
360
-224
374
$10.1K ﹤0.01%
15
375
$10.1K ﹤0.01%
40
13 14
15
16 17