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
426
$4.34K ﹤0.01%
45
427
$4.3K ﹤0.01%
20
428
$4.28K ﹤0.01%
65
+60
429
$4.24K ﹤0.01%
181
430
$4.13K ﹤0.01%
7
431
$4.04K ﹤0.01%
252
432
$4.01K ﹤0.01%
26
433
$3.95K ﹤0.01%
4
434
$3.94K ﹤0.01%
58
-576
435
$3.91K ﹤0.01%
200
436
$3.83K ﹤0.01%
54
437
$3.77K ﹤0.01%
75
438
$3.77K ﹤0.01%
513
439
$3.71K ﹤0.01%
2
440
$3.65K ﹤0.01%
83
441
$3.65K ﹤0.01%
55
442
$3.62K ﹤0.01%
147
443
$3.58K ﹤0.01%
680
444
$3.54K ﹤0.01%
73
445
$3.46K ﹤0.01%
145
446
$3.42K ﹤0.01%
20
447
$3.4K ﹤0.01%
23
448
$3.39K ﹤0.01%
3,227
449
$3.37K ﹤0.01%
10
450
$3.34K ﹤0.01%
19
16 17
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