AFG
Albion Financial Group Portfolio holdings
AUM
$1.53B
1-Year Return
18.52%
This Quarter Return
-1.13%
1 Year Return
+18.52%
3 Year Return
+61.08%
5 Year Return
–
10 Year Return
–
AUM
$650M
AUM Growth
-$6.32M
(-0.96%)
Cap. Flow
+$7.42M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
39.84%
Holding
208
New
13
Increased
72
Reduced
61
Closed
14
Top Buys
| 1 |
Amazon
AMZN
|
$4.58M |
| 2 |
Apple
AAPL
|
$3.64M |
| 3 |
UnitedHealth
UNH
|
$3.59M |
| 4 |
Costco
COST
|
$2.5M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.82M |
Top Sells
| 1 |
Thor Industries
THO
|
$12.8M |
| 2 |
CELG
Celgene Corp
CELG
|
$7.2M |
| 3 |
COHR
Coherent Inc
COHR
|
$2.97M |
| 4 |
GE Aerospace
GE
|
$968K |
| 5 |
Invesco S&P MidCap 400 Pure Growth ETF
RFG
|
$865K |
Sector Composition
| 1 | Technology | 9.63% |
| 2 | Financials | 8.05% |
| 3 | Consumer Discretionary | 6.91% |
| 4 | Communication Services | 6.25% |
| 5 | Industrials | 5.84% |
