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

Top Buys

1
+$5.05M
2
+$4.23M
3
+$3.62M
4
PTON icon
Peloton Interactive
PTON
+$3.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.39M

Top Sells

1
+$3.06M
2
+$3.02M
3
+$2.51M
4
T icon
AT&T
T
+$2.48M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.27M

Sector Composition

1 Technology 20.62%
2 Consumer Discretionary 9.89%
3 Financials 7.74%
4 Healthcare 6.09%
5 Communication Services 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
63
452
$5K ﹤0.01%
250
453
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+55
454
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55
455
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300
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500
459
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+40
460
$4K ﹤0.01%
200
461
$4K ﹤0.01%
+48
462
$4K ﹤0.01%
+72
463
$4K ﹤0.01%
+161
464
$4K ﹤0.01%
+22
465
$4K ﹤0.01%
+72
466
$4K ﹤0.01%
110
+60
467
$4K ﹤0.01%
147
+14
468
$4K ﹤0.01%
+88
469
$4K ﹤0.01%
513
470
$4K ﹤0.01%
+40
471
$4K ﹤0.01%
76
+35
472
$3K ﹤0.01%
+48
473
$3K ﹤0.01%
+20
474
$3K ﹤0.01%
34
-1
475
$3K ﹤0.01%
14
17 18
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