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
476
$2.47K ﹤0.01%
36
477
$2.45K ﹤0.01%
90
478
$2.42K ﹤0.01%
12
479
$2.4K ﹤0.01%
30
480
$2.37K ﹤0.01%
+68
481
$2.37K ﹤0.01%
4
482
$2.33K ﹤0.01%
+20
483
$2.13K ﹤0.01%
53
484
$2.12K ﹤0.01%
24
485
$2.05K ﹤0.01%
14
486
$1.99K ﹤0.01%
+20
487
$1.9K ﹤0.01%
70
488
$1.86K ﹤0.01%
56
489
$1.78K ﹤0.01%
12
490
$1.74K ﹤0.01%
3
491
$1.7K ﹤0.01%
631
492
$1.68K ﹤0.01%
43
493
$1.65K ﹤0.01%
30
494
$1.62K ﹤0.01%
17
495
$1.6K ﹤0.01%
47
496
$1.6K ﹤0.01%
36
-654
497
$1.59K ﹤0.01%
7
498
$1.55K ﹤0.01%
125
499
$1.53K ﹤0.01%
103
+3
500
$1.53K ﹤0.01%
112
18 19
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