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
376
$9.96K ﹤0.01%
644
377
$9.92K ﹤0.01%
475
378
$8.93K ﹤0.01%
358
379
$8.88K ﹤0.01%
27
380
$8.83K ﹤0.01%
127
381
$8.34K ﹤0.01%
35
382
$8.29K ﹤0.01%
100
383
$8.16K ﹤0.01%
59
384
$8.11K ﹤0.01%
22
385
$8.03K ﹤0.01%
100
386
$8.01K ﹤0.01%
64
387
$8.01K ﹤0.01%
185
388
$7.92K ﹤0.01%
1,000
389
$7.75K ﹤0.01%
+100
390
$7.72K ﹤0.01%
+40
391
$7.6K ﹤0.01%
1,000
392
$7.47K ﹤0.01%
+15
393
$7.05K ﹤0.01%
55
394
$6.6K ﹤0.01%
201
395
$6.53K ﹤0.01%
500
396
$6.4K ﹤0.01%
171
397
$6.39K ﹤0.01%
+490
398
$6.39K ﹤0.01%
16
-31
399
$6.08K ﹤0.01%
75
-1,682
400
$6.03K ﹤0.01%
350
14 15
16
17 18