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
501
$1K ﹤0.01%
20
-20
502
$1K ﹤0.01%
2
-2
503
$1K ﹤0.01%
56
+11
504
$1K ﹤0.01%
6
-6
505
$1K ﹤0.01%
96
-96
506
$1K ﹤0.01%
5
-5
507
$1K ﹤0.01%
30
508
$1K ﹤0.01%
23
-23
509
$1K ﹤0.01%
+47
510
$1K ﹤0.01%
4
-4
511
$1K ﹤0.01%
29
-29
512
$1K ﹤0.01%
3
-3
513
$1K ﹤0.01%
19
-19
514
$1K ﹤0.01%
23
515
$1K ﹤0.01%
7
-7
516
$1K ﹤0.01%
11
-11
517
$1K ﹤0.01%
+12
518
$1K ﹤0.01%
21
-21
519
$1K ﹤0.01%
50
520
$1K ﹤0.01%
30
-30
521
$1K ﹤0.01%
19
-19
522
$1K ﹤0.01%
29
-29
523
$1K ﹤0.01%
13
524
$1K ﹤0.01%
9
-9
525
$1K ﹤0.01%
5
-5
19 20
21
22 23