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AFG

Albion Financial Group Portfolio holdings

AUM $1.55B
1-Year Est. Return 19.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.87%
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
+$5.8M
2
+$5.07M
3
+$4.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.29M

Top Sells

1
+$3.07M
2
+$2.95M
3
+$2.5M
4
T icon
AT&T
T
+$2.5M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.17M

Sector Composition

1 Technology 20.62%
2 Consumer Discretionary 9.89%
3 Financials 7.81%
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%
+18
552
$2K ﹤0.01%
42
553
$2K ﹤0.01%
+12
554
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16
+10
555
$2K ﹤0.01%
25
556
$1K ﹤0.01%
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557
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+12
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560
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4
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45
+41
562
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50
563
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+10
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$1K ﹤0.01%
+18
565
$1K ﹤0.01%
+28
566
$1K ﹤0.01%
+46
567
$1K ﹤0.01%
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568
$1K ﹤0.01%
+16
569
$1K ﹤0.01%
+2
570
$1K ﹤0.01%
+2
571
$1K ﹤0.01%
+12
572
$1K ﹤0.01%
40
+7
573
$1K ﹤0.01%
15
574
$1K ﹤0.01%
+50
575
$1K ﹤0.01%
9
21 22
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