We are live on ! Find out more
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
476
$2K ﹤0.01%
16
-16
477
$2K ﹤0.01%
34
-34
478
$2K ﹤0.01%
34
-34
479
$2K ﹤0.01%
+11
480
$2K ﹤0.01%
40
481
$2K ﹤0.01%
+18
482
$2K ﹤0.01%
44
483
$2K ﹤0.01%
41
484
$2K ﹤0.01%
26
-8
485
$2K ﹤0.01%
10
486
$2K ﹤0.01%
11
-11
487
$2K ﹤0.01%
631
488
$2K ﹤0.01%
300
489
$2K ﹤0.01%
11
-11
490
$2K ﹤0.01%
36
-36
491
$2K ﹤0.01%
42
492
$2K ﹤0.01%
+41
493
$2K ﹤0.01%
20
-20
494
$2K ﹤0.01%
30
+5
495
$2K ﹤0.01%
22
-22
496
$1K ﹤0.01%
19
497
$1K ﹤0.01%
14
-14
498
$1K ﹤0.01%
22
499
$1K ﹤0.01%
8
-8
500
$1K ﹤0.01%
6
-6
18 19
20
21 22