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
$1.26B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.23M
3
+$3.62M
4
PTON icon
Peloton Interactive
PTON
+$3.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.39M

Top Sells

1
+$3.06M
2
+$3.02M
3
+$2.51M
4
T icon
AT&T
T
+$2.48M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.27M

Sector Composition

1 Technology 20.62%
2 Consumer Discretionary 9.89%
3 Financials 7.74%
4 Healthcare 6.09%
5 Communication Services 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
+12
552
$2K ﹤0.01%
1,000
553
$2K ﹤0.01%
+60
554
$2K ﹤0.01%
28
+20
555
$2K ﹤0.01%
+40
556
$1K ﹤0.01%
45
+41
557
$1K ﹤0.01%
+192
558
$1K ﹤0.01%
50
559
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+10
560
$1K ﹤0.01%
30
561
$1K ﹤0.01%
+6
562
$1K ﹤0.01%
+8
563
$1K ﹤0.01%
+18
564
$1K ﹤0.01%
6
-38
565
$1K ﹤0.01%
+38
566
$1K ﹤0.01%
23
567
$1K ﹤0.01%
+42
568
$1K ﹤0.01%
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569
$1K ﹤0.01%
+12
570
$1K ﹤0.01%
50
571
$1K ﹤0.01%
+14
572
$1K ﹤0.01%
+18
573
$1K ﹤0.01%
+28
574
$1K ﹤0.01%
+2
575
$1K ﹤0.01%
40
-151
21 22
23
24 25