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
551
$735 ﹤0.01%
7
552
$719 ﹤0.01%
16
553
$700 ﹤0.01%
3
-1,116
554
$652 ﹤0.01%
+10
555
$635 ﹤0.01%
120
556
$625 ﹤0.01%
19
557
$597 ﹤0.01%
19
558
$567 ﹤0.01%
2
559
$553 ﹤0.01%
35
560
$514 ﹤0.01%
8
561
$499 ﹤0.01%
10
562
$475 ﹤0.01%
25
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$444 ﹤0.01%
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$397 ﹤0.01%
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$388 ﹤0.01%
5
566
$362 ﹤0.01%
215
567
$360 ﹤0.01%
7
568
$357 ﹤0.01%
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569
$343 ﹤0.01%
12
570
$323 ﹤0.01%
15
571
$287 ﹤0.01%
3
572
$283 ﹤0.01%
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573
$271 ﹤0.01%
14
574
$264 ﹤0.01%
3
575
$262 ﹤0.01%
5
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