AFG

Albion Financial Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 18.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.62%
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
185
New
Increased
Reduced
Closed

Top Buys

1 +$9.07M
2 +$8.08M
3 +$6.92M
4
AMBA icon
Ambarella
AMBA
+$6.51M
5
KEY icon
KeyCorp
KEY
+$5.02M

Top Sells

1 +$10.4M
2 +$7.28M
3 +$7.01M
4
INTC icon
Intel
INTC
+$5.95M
5
CYH icon
Community Health Systems
CYH
+$4.02M

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