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AFG

Albion Financial Group Portfolio holdings

AUM $1.55B
1-Year Est. Return 19.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
-$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.82M
3
+$2.74M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.83M
5
MRK icon
Merck
MRK
+$1.17M

Top Sells

1
+$17M
2
+$5.68M
3
+$4.87M
4
SNOW icon
Snowflake
SNOW
+$1.82M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.79M

Sector Composition

1 Technology 21.27%
2 Consumer Discretionary 8.79%
3 Financials 8.3%
4 Healthcare 6.37%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
25
-25
402
$6K ﹤0.01%
55
-55
403
$6K ﹤0.01%
+75
404
$6K ﹤0.01%
+20
405
$6K ﹤0.01%
93
406
$5K ﹤0.01%
26
+6
407
$5K ﹤0.01%
56
+11
408
$5K ﹤0.01%
40
-40
409
$5K ﹤0.01%
537
410
$5K ﹤0.01%
325
411
$5K ﹤0.01%
38
+26
412
$5K ﹤0.01%
125
413
$5K ﹤0.01%
23
414
$5K ﹤0.01%
82
415
$5K ﹤0.01%
+23
416
$5K ﹤0.01%
250
417
$5K ﹤0.01%
3,043
418
$5K ﹤0.01%
9
-32
419
$5K ﹤0.01%
140
-7
420
$5K ﹤0.01%
+87
421
$5K ﹤0.01%
150
422
$5K ﹤0.01%
500
423
$4K ﹤0.01%
100
424
$4K ﹤0.01%
+305
425
$4K ﹤0.01%
36
+6
15 16
17
18 19