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
376
$15K ﹤0.01%
300
377
$15K ﹤0.01%
164
378
$15K ﹤0.01%
150
379
$15K ﹤0.01%
460
380
$15K ﹤0.01%
768
-196
381
$15K ﹤0.01%
+64
382
$15K ﹤0.01%
1,000
-2,800
383
$14K ﹤0.01%
376
384
$14K ﹤0.01%
301
+32
385
$14K ﹤0.01%
+50
386
$14K ﹤0.01%
41
387
$14K ﹤0.01%
526
388
$13K ﹤0.01%
1,200
389
$13K ﹤0.01%
225
+35
390
$13K ﹤0.01%
600
391
$13K ﹤0.01%
185
+34
392
$12K ﹤0.01%
525
393
$12K ﹤0.01%
18
+8
394
$12K ﹤0.01%
300
395
$12K ﹤0.01%
76
396
$11K ﹤0.01%
+16
397
$11K ﹤0.01%
115
+41
398
$11K ﹤0.01%
40
399
$11K ﹤0.01%
76
+31
400
$11K ﹤0.01%
213
14 15
16
17 18