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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
451
$3K ﹤0.01%
45
452
$3K ﹤0.01%
117
453
$3K ﹤0.01%
25
454
$3K ﹤0.01%
66
-66
455
$3K ﹤0.01%
+40
456
$2K ﹤0.01%
24
-24
457
$2K ﹤0.01%
86
458
$2K ﹤0.01%
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459
$2K ﹤0.01%
20
-20
460
$2K ﹤0.01%
41
461
$2K ﹤0.01%
50
462
$2K ﹤0.01%
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463
$2K ﹤0.01%
21
-21
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$2K ﹤0.01%
42
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465
$2K ﹤0.01%
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-24
466
$2K ﹤0.01%
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467
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$2K ﹤0.01%
25
469
$2K ﹤0.01%
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-27
470
$2K ﹤0.01%
7
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$2K ﹤0.01%
826
472
$2K ﹤0.01%
25
-25
473
$2K ﹤0.01%
65
-45
474
$2K ﹤0.01%
44
-44
475
$2K ﹤0.01%
+60
17 18
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