AFG

Albion Financial Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$14.3M
2
+$13.5M
3
+$10.8M
4
CRM icon
Salesforce
CRM
+$5.71M
5
UBER icon
Uber
UBER
+$5.54M

Top Sells

1
+$33M
2
+$13.4M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.38M
5
CCI icon
Crown Castle
CCI
+$2.45M

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.72%
3 Financials 7.41%
4 Healthcare 4.98%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$43 ﹤0.01%
13
602
$36 ﹤0.01%
6
603
$22 ﹤0.01%
7
604
$9 ﹤0.01%
2
605
$9 ﹤0.01%
5
606
$5 ﹤0.01%
1
607
$3 ﹤0.01%
1
608
– –
-6,000
609
– –
-316
610
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-250
611
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-26,990
612
– –
-5,800
613
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-1,655
614
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-245
615
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-1,000
616
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-10
617
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618
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619
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-1,923
620
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621
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-2,594
622
– –
-400
623
– –
-8,800
624
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625
– –
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23 24
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