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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
$1.17B
AUM Growth
-$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.82M
3
+$2.74M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.83M
5
MRK icon
Merck
MRK
+$1.17M

Top Sells

1
+$17M
2
+$5.68M
3
+$4.87M
4
SNOW icon
Snowflake
SNOW
+$1.82M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.79M

Sector Composition

1 Technology 21.27%
2 Consumer Discretionary 8.79%
3 Financials 8.3%
4 Healthcare 6.37%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$0 ﹤0.01%
3
-3
652
$0 ﹤0.01%
3
653
$0 ﹤0.01%
1
-1
654
– –
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655
– –
-34
656
– –
-191
657
$0 ﹤0.01%
9
658
– –
-40
659
$0 ﹤0.01%
5
660
– –
-280
661
– –
-161
662
$0 ﹤0.01%
15
+11
663
$0 ﹤0.01%
2
664
– –
-375
665
$0 ﹤0.01%
19
-328
666
– –
-1,900
667
– –
-20
668
$0 ﹤0.01%
1
-1
669
– –
-1,383
670
– –
-3,687
671
– –
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672
– –
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673
– –
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674
– –
-6,724
675
$0 ﹤0.01%
1
-1
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