AFG
Albion Financial Group Portfolio holdings
AUM
$1.53B
This Quarter Return
+3.73%
1 Year Return
+18.52%
3 Year Return
+61.08%
5 Year Return
–
10 Year Return
–
AUM
$450M
AUM Growth
–
Cap. Flow
+$450M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.77%
Holding
156
New
156
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VAL
Valspar
VAL
|
$79.5M |
| 2 |
GE Aerospace
GE
|
$44.6M |
| 3 |
AGN
Allergan plc
AGN
|
$13.9M |
| 4 |
Apple
AAPL
|
$13.5M |
| 5 |
Home Depot
HD
|
$13.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 17.86% |
| 2 | Industrials | 17.47% |
| 3 | Healthcare | 10.62% |
| 4 | Communication Services | 9.04% |
| 5 | Consumer Discretionary | 7.96% |
