AFG
Albion Financial Group Portfolio holdings
AUM
$1.53B
1-Year Return
18.52%
This Quarter Return
+6.26%
1 Year Return
+18.52%
3 Year Return
+61.08%
5 Year Return
–
10 Year Return
–
AUM
$1.09B
AUM Growth
+$57.6M
(+5.6%)
Cap. Flow
-$6.3M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
45.5%
Holding
496
New
10
Increased
71
Reduced
107
Closed
48
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$19.4M |
| 2 |
Microsoft
MSFT
|
$10.3M |
| 3 |
Visa
V
|
$8.62M |
| 4 |
Amazon
AMZN
|
$6.22M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.21M |
Sector Composition
| 1 | Technology | 17.25% |
| 2 | Consumer Discretionary | 7.36% |
| 3 | Financials | 7.17% |
| 4 | Healthcare | 5.49% |
| 5 | Industrials | 4.72% |
