AFG

Albion Financial Group Portfolio holdings

AUM $1.53B
This Quarter Return
+7.61%
1 Year Return
+18.52%
3 Year Return
+61.08%
5 Year Return
10 Year Return
AUM
$1.04B
AUM Growth
+$1.04B
Cap. Flow
+$3.89M
Cap. Flow %
0.38%
Top 10 Hldgs %
42.81%
Holding
501
New
43
Increased
92
Reduced
113
Closed
15
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
XM
501
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
-1,381 Closed -$14K