AFG

Albion Financial Group Portfolio holdings

AUM $1.66B
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Sells

1 +$6.99M
2 +$5.04M
3 +$3.69M
4
BEAV
B/E Aerospace Inc
BEAV
+$3.16M
5
HD icon
Home Depot
HD
+$2.83M

Sector Composition

1 Industrials 20.23%
2 Materials 16.63%
3 Healthcare 12.33%
4 Technology 7.39%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$203K 0.04%
2,636
152
$76K 0.01%
28,603
153
$45K 0.01%
262
154
-6,197
155
-570,077