AFG

Albion Financial Group Portfolio holdings

AUM $1.53B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$2.26M
3
+$1.59M
4
NNN icon
NNN REIT
NNN
+$1.31M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$988K

Top Sells

1
+$7.64M
2
+$2.15M
3
+$1.09M
4
CCI icon
Crown Castle
CCI
+$845K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Technology 19.28%
2 Financials 7.75%
3 Consumer Discretionary 7.08%
4 Healthcare 5.3%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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527
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530
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532
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533
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534
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535
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536
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537
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