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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
576
$1K ﹤0.01%
12
577
$1K ﹤0.01%
+2
578
$1K ﹤0.01%
+24
579
$1K ﹤0.01%
+18
580
$1K ﹤0.01%
+16
581
$1K ﹤0.01%
+16
582
$1K ﹤0.01%
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583
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30
584
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585
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586
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587
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6
-38
588
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+38
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$1K ﹤0.01%
23
590
$1K ﹤0.01%
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591
$1K ﹤0.01%
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594
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595
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40
-151
597
$1K ﹤0.01%
+34
598
$1K ﹤0.01%
10
599
$1K ﹤0.01%
1
600
$1K ﹤0.01%
25
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22 23
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