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
$1.14B
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Sells

1 +$8.84M
2 +$1.68M
3 +$1.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.09M
5
AAPL icon
Apple
AAPL
+$1.08M

Sector Composition

1 Technology 18.85%
2 Consumer Discretionary 10.25%
3 Financials 8.51%
4 Healthcare 5.82%
5 Communication Services 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$0 ﹤0.01%
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