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
$780M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$1.96M
3
+$1.92M
4
CTAS icon
Cintas
CTAS
+$1.74M
5
COST icon
Costco
COST
+$848K

Top Sells

1
+$11.8M
2
+$4.17M
3
+$3.71M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.35M
5
MRK icon
Merck
MRK
+$1.66M

Sector Composition

1 Technology 11.05%
2 Financials 7.58%
3 Consumer Discretionary 6.99%
4 Industrials 5.34%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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