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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
$1.26B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$5.07M
3
+$4.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.29M

Top Sells

1
+$3.07M
2
+$2.95M
3
+$2.5M
4
T icon
AT&T
T
+$2.5M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.17M

Sector Composition

1 Technology 20.62%
2 Consumer Discretionary 9.89%
3 Financials 7.81%
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%
3,043
427
$7K ﹤0.01%
325
428
$7K ﹤0.01%
37
429
$7K ﹤0.01%
+74
430
$7K ﹤0.01%
+36
431
$7K ﹤0.01%
78
432
$7K ﹤0.01%
48
-33
433
$7K ﹤0.01%
+132
434
$7K ﹤0.01%
+82
435
$7K ﹤0.01%
159
436
$6K ﹤0.01%
39
-50
437
$6K ﹤0.01%
47
438
$6K ﹤0.01%
+12
439
$6K ﹤0.01%
66
440
$6K ﹤0.01%
+347
441
$6K ﹤0.01%
125
442
$6K ﹤0.01%
93
+33
443
$6K ﹤0.01%
+134
444
$6K ﹤0.01%
40
445
$6K ﹤0.01%
164
446
$6K ﹤0.01%
537
447
$6K ﹤0.01%
+48
448
$5K ﹤0.01%
45
+41
449
$5K ﹤0.01%
+106
450
$5K ﹤0.01%
+54
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