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
401
$11K ﹤0.01%
+80
402
$11K ﹤0.01%
1,000
403
$11K ﹤0.01%
500
404
$11K ﹤0.01%
+110
405
$11K ﹤0.01%
22
+14
406
$10K ﹤0.01%
58
407
$10K ﹤0.01%
17
408
$10K ﹤0.01%
633
+13
409
$9K ﹤0.01%
224
+41
410
$9K ﹤0.01%
100
411
$9K ﹤0.01%
497
+96
412
$9K ﹤0.01%
31
413
$9K ﹤0.01%
299
+41
414
$9K ﹤0.01%
185
415
$9K ﹤0.01%
+60
416
$8K ﹤0.01%
120
417
$8K ﹤0.01%
66
+16
418
$8K ﹤0.01%
158
+64
419
$8K ﹤0.01%
171
420
$8K ﹤0.01%
91
421
$8K ﹤0.01%
68
+31
422
$8K ﹤0.01%
25
423
$8K ﹤0.01%
365
424
$8K ﹤0.01%
60
425
$7K ﹤0.01%
48
-33
15 16
17
18 19