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
426
$7K ﹤0.01%
+132
427
$7K ﹤0.01%
+82
428
$7K ﹤0.01%
+52
429
$7K ﹤0.01%
3,043
430
$7K ﹤0.01%
325
431
$7K ﹤0.01%
1,114
432
$7K ﹤0.01%
+74
433
$7K ﹤0.01%
+36
434
$7K ﹤0.01%
78
435
$7K ﹤0.01%
159
436
$6K ﹤0.01%
164
437
$6K ﹤0.01%
39
-50
438
$6K ﹤0.01%
47
439
$6K ﹤0.01%
+12
440
$6K ﹤0.01%
66
441
$6K ﹤0.01%
537
442
$6K ﹤0.01%
+48
443
$6K ﹤0.01%
+347
444
$6K ﹤0.01%
125
445
$6K ﹤0.01%
93
+33
446
$6K ﹤0.01%
+134
447
$6K ﹤0.01%
40
448
$5K ﹤0.01%
45
+41
449
$5K ﹤0.01%
+106
450
$5K ﹤0.01%
+54
16 17
18
19 20