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
$666M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$19.5M
3
+$9.19M
4
IBB icon
iShares Biotechnology ETF
IBB
+$8.03M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.39M

Top Sells

1
+$15.5M
2
+$9.19M
3
+$7.65M
4
AAPL icon
Apple
AAPL
+$6.65M
5
HD icon
Home Depot
HD
+$5.67M

Sector Composition

1 Materials 11.93%
2 Industrials 11.27%
3 Technology 6.96%
4 Consumer Discretionary 6.42%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-9,928
154
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-6,176
155
– –
-1,528
156
– –
-12,992
157
– –
-7,534
158
– –
-39,173
159
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-2,510
160
– –
-17,464
161
– –
-71,467
3 4 5 6
7