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
451
$3.24K ﹤0.01%
56
-18,812
452
$3.13K ﹤0.01%
36
453
$2.99K ﹤0.01%
11
454
$2.97K ﹤0.01%
70
-215
455
$2.94K ﹤0.01%
17
456
$2.9K ﹤0.01%
26
457
$2.9K ﹤0.01%
123
458
$2.9K ﹤0.01%
33
459
$2.87K ﹤0.01%
138
+82
460
$2.82K ﹤0.01%
16
461
$2.79K ﹤0.01%
127
462
$2.73K ﹤0.01%
57
-24
463
$2.73K ﹤0.01%
33
464
$2.71K ﹤0.01%
+43
465
$2.66K ﹤0.01%
23
466
$2.65K ﹤0.01%
136
-1
467
$2.65K ﹤0.01%
14
468
$2.65K ﹤0.01%
41
469
$2.64K ﹤0.01%
19
470
$2.62K ﹤0.01%
31
471
$2.59K ﹤0.01%
80
472
$2.58K ﹤0.01%
13
473
$2.54K ﹤0.01%
100
474
$2.52K ﹤0.01%
35
475
$2.49K ﹤0.01%
14
17 18
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20 21