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
501
$1.52K ﹤0.01%
42
502
$1.51K ﹤0.01%
33
503
$1.5K ﹤0.01%
8
504
$1.5K ﹤0.01%
69
505
$1.5K ﹤0.01%
5
506
$1.48K ﹤0.01%
86
507
$1.44K ﹤0.01%
11
508
$1.43K ﹤0.01%
20
509
$1.4K ﹤0.01%
6
510
$1.38K ﹤0.01%
3,043
511
$1.34K ﹤0.01%
18
-25
512
$1.33K ﹤0.01%
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513
$1.32K ﹤0.01%
4
514
$1.31K ﹤0.01%
15
515
$1.29K ﹤0.01%
4
516
$1.29K ﹤0.01%
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$1.29K ﹤0.01%
3
518
$1.28K ﹤0.01%
10
519
$1.25K ﹤0.01%
300
520
$1.22K ﹤0.01%
4
521
$1.22K ﹤0.01%
13
522
$1.21K ﹤0.01%
17
523
$1.21K ﹤0.01%
18
524
$1.2K ﹤0.01%
10
525
$1.18K ﹤0.01%
42
19 20
21
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