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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
$1.17B
AUM Growth
-$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.82M
3
+$2.74M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.83M
5
MRK icon
Merck
MRK
+$1.17M

Top Sells

1
+$17M
2
+$5.68M
3
+$4.87M
4
SNOW icon
Snowflake
SNOW
+$1.82M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.79M

Sector Composition

1 Technology 21.27%
2 Consumer Discretionary 8.79%
3 Financials 8.3%
4 Healthcare 6.37%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
63
427
$4K ﹤0.01%
55
428
$4K ﹤0.01%
+25
429
$4K ﹤0.01%
34
-34
430
$4K ﹤0.01%
+9
431
$4K ﹤0.01%
55
+11
432
$4K ﹤0.01%
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200
434
$4K ﹤0.01%
267
-13,733
435
$3K ﹤0.01%
14
436
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8
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+15
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$3K ﹤0.01%
+46
440
$3K ﹤0.01%
6
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$3K ﹤0.01%
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$3K ﹤0.01%
37
-37
448
$3K ﹤0.01%
18
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449
$3K ﹤0.01%
67
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450
$3K ﹤0.01%
+10
16 17
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