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
401
$5.98K ﹤0.01%
63
402
$5.91K ﹤0.01%
385
403
$5.83K ﹤0.01%
+320
404
$5.81K ﹤0.01%
88
405
$5.8K ﹤0.01%
365
406
$5.55K ﹤0.01%
60
407
$5.53K ﹤0.01%
125
408
$5.53K ﹤0.01%
15
409
$5.52K ﹤0.01%
186
410
$5.45K ﹤0.01%
62
411
$5.42K ﹤0.01%
57
+1
412
$5.29K ﹤0.01%
9,600
413
$5.27K ﹤0.01%
387
414
$5.09K ﹤0.01%
9
415
$5.07K ﹤0.01%
185
416
$5.06K ﹤0.01%
36
-51
417
$5.05K ﹤0.01%
63
418
$4.92K ﹤0.01%
76
-99
419
$4.9K ﹤0.01%
+1,656
420
$4.87K ﹤0.01%
104
421
$4.86K ﹤0.01%
166
+130
422
$4.7K ﹤0.01%
140
-24
423
$4.59K ﹤0.01%
1,103
424
$4.49K ﹤0.01%
13
425
$4.41K ﹤0.01%
22
15 16
17
18 19