AFG

Albion Financial Group Portfolio holdings

AUM $1.53B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$1.57M
3 +$1.33M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.3M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.27M

Top Sells

1 +$2.77M
2 +$690K
3 +$548K
4
GE icon
GE Aerospace
GE
+$383K
5
FSS icon
Federal Signal
FSS
+$287K

Sector Composition

1 Technology 18.42%
2 Financials 7.72%
3 Consumer Discretionary 7.52%
4 Healthcare 5%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1.71K ﹤0.01%
50
402
$1.69K ﹤0.01%
631
403
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20
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404
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405
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4
406
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+27
407
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6
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5
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411
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5
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130
422
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9
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$1.12K ﹤0.01%
209
+1
424
$1.09K ﹤0.01%
15
425
$1.08K ﹤0.01%
10