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 7.81%
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
$3K ﹤0.01%
+50
480
$3K ﹤0.01%
215
481
$3K ﹤0.01%
+42
482
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14
+10
483
$3K ﹤0.01%
+58
484
$3K ﹤0.01%
+18
485
$3K ﹤0.01%
30
486
$3K ﹤0.01%
+22
487
$3K ﹤0.01%
+10
488
$3K ﹤0.01%
+2
489
$3K ﹤0.01%
+50
490
$3K ﹤0.01%
300
491
$3K ﹤0.01%
+12
492
$3K ﹤0.01%
38
+17
493
$3K ﹤0.01%
+32
494
$3K ﹤0.01%
68
+1
495
$3K ﹤0.01%
+7
496
$3K ﹤0.01%
60
-2,970
497
$3K ﹤0.01%
45
498
$3K ﹤0.01%
117
499
$3K ﹤0.01%
+34
500
$3K ﹤0.01%
+22
18 19
20
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