AFG

Albion Financial Group Portfolio holdings

AUM $1.53B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$9.46M
2 +$8.48M
3 +$7.55M
4
AMBA icon
Ambarella
AMBA
+$7.47M
5
KEY icon
KeyCorp
KEY
+$4.79M

Top Sells

1 +$9.1M
2 +$7.54M
3 +$7.28M
4
INTC icon
Intel
INTC
+$5.92M
5
EBAY icon
eBay
EBAY
+$4.09M

Sector Composition

1 Industrials 18.79%
2 Materials 16.93%
3 Healthcare 8.97%
4 Communication Services 8.12%
5 Technology 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,834