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
476
$3K ﹤0.01%
44
+41
477
$3K ﹤0.01%
+12
478
$3K ﹤0.01%
25
-57
479
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+50
480
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+58
481
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+18
482
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30
483
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+22
484
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485
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+2
486
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+50
487
$3K ﹤0.01%
300
488
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+12
489
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38
+17
490
$3K ﹤0.01%
+32
491
$3K ﹤0.01%
68
+1
492
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+7
493
$3K ﹤0.01%
60
-2,970
494
$3K ﹤0.01%
45
495
$3K ﹤0.01%
117
496
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+34
497
$3K ﹤0.01%
+22
498
$3K ﹤0.01%
215
499
$3K ﹤0.01%
+42
500
$3K ﹤0.01%
14
+10
18 19
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21 22