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
$1.15B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$65.1M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$45M
5
AMZN icon
Amazon
AMZN
+$41.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.66%
2 Consumer Discretionary 11.03%
3 Financials 8.5%
4 Healthcare 5.66%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
+20
452
$2K ﹤0.01%
+23
453
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454
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455
$2K ﹤0.01%
+631
456
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457
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+28
458
$2K ﹤0.01%
+50
459
$2K ﹤0.01%
+297
460
$2K ﹤0.01%
+36
461
$2K ﹤0.01%
+41
462
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464
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+41
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466
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+149
467
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468
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+3
469
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470
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+44
471
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+8
472
$1K ﹤0.01%
+22
473
$1K ﹤0.01%
+26
474
$1K ﹤0.01%
+50
475
$1K ﹤0.01%
+5
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