AFG
Albion Financial Group Portfolio holdings
AUM
$1.53B
1-Year Return
18.52%
This Quarter Return
+7.78%
1 Year Return
+18.52%
3 Year Return
+61.08%
5 Year Return
–
10 Year Return
–
AUM
$1.15B
AUM Growth
–
Cap. Flow
+$1.15B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.23%
Holding
540
New
536
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$108M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$65.1M |
| 3 |
Apple
AAPL
|
$61.5M |
| 4 |
Microsoft
MSFT
|
$45M |
| 5 |
Amazon
AMZN
|
$41.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.66% |
| 2 | Consumer Discretionary | 11.03% |
| 3 | Financials | 8.5% |
| 4 | Healthcare | 5.66% |
| 5 | Communication Services | 4.82% |
