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
$584M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$8.02M
2 +$7.71M
3 +$7.46M
4
MSFT icon
Microsoft
MSFT
+$7.29M
5
JPM icon
JPMorgan Chase
JPM
+$6.62M

Top Sells

1 +$16.2M
2 +$13.8M
3 +$11.1M
4
CELG
Celgene Corp
CELG
+$8.95M
5
AAL icon
American Airlines Group
AAL
+$7.5M

Sector Composition

1 Materials 17.91%
2 Industrials 14.63%
3 Consumer Discretionary 10.72%
4 Communication Services 9.47%
5 Technology 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-24,800
152
-6,830
153
-37,410
154
-6,603
155
-8,517