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
526
$1.18K ﹤0.01%
38
-24
527
$1.15K ﹤0.01%
17
528
$1.15K ﹤0.01%
22
529
$1.15K ﹤0.01%
118
530
$1.15K ﹤0.01%
41
531
$1.11K ﹤0.01%
5
532
$1.09K ﹤0.01%
15
533
$1.07K ﹤0.01%
7
534
$1.02K ﹤0.01%
10
535
$1.01K ﹤0.01%
9
536
$1.01K ﹤0.01%
26
+2
537
$1.01K ﹤0.01%
26
538
$1K ﹤0.01%
17
539
$999 ﹤0.01%
47
-2
540
$994 ﹤0.01%
56
541
$984 ﹤0.01%
5
542
$961 ﹤0.01%
20
543
$960 ﹤0.01%
156
-214
544
$952 ﹤0.01%
+33
545
$914 ﹤0.01%
7
546
$886 ﹤0.01%
74
547
$873 ﹤0.01%
33
548
$852 ﹤0.01%
188
549
$822 ﹤0.01%
6
550
$740 ﹤0.01%
1,114
20 21
22
23 24