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
$1.67K ﹤0.01%
20
-500
404
$1.64K ﹤0.01%
86
405
$1.64K ﹤0.01%
4
406
$1.62K ﹤0.01%
+27
407
$1.58K ﹤0.01%
6
408
$1.52K ﹤0.01%
7
409
$1.45K ﹤0.01%
5
410
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100
411
$1.41K ﹤0.01%
18
412
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413
$1.34K ﹤0.01%
12
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$1.34K ﹤0.01%
5
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$1.28K ﹤0.01%
7
416
$1.26K ﹤0.01%
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417
$1.24K ﹤0.01%
45
418
$1.21K ﹤0.01%
6
419
$1.18K ﹤0.01%
120
420
$1.18K ﹤0.01%
41
421
$1.16K ﹤0.01%
130
422
$1.12K ﹤0.01%
9
423
$1.12K ﹤0.01%
209
+1
424
$1.09K ﹤0.01%
15
425
$1.08K ﹤0.01%
10
15 16
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18 19