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
$1.41B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.4M
3
+$10.4M
4
UBER icon
Uber
UBER
+$5.6M
5
CRM icon
Salesforce
CRM
+$4.92M

Top Sells

1
+$34.2M
2
+$14.7M
3
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.21M
5
CCI icon
Crown Castle
CCI
+$2.45M

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 7.72%
3 Financials 7.34%
4 Healthcare 4.98%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.02%
6,670
-1,485
152
$333K 0.02%
4,652
-223
153
$322K 0.02%
1,137
154
$319K 0.02%
6,595
155
$308K 0.02%
4,850
+3,500
156
$276K 0.02%
+8,250
157
$273K 0.02%
+8,288
158
$265K 0.02%
10,584
-63
159
$264K 0.02%
1,290
160
$263K 0.02%
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161
$262K 0.02%
478
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162
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2,046
-9
163
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6,966
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164
$254K 0.02%
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165
$253K 0.02%
1,281
166
$252K 0.02%
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167
$248K 0.02%
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168
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169
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1,650
170
$235K 0.02%
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171
$229K 0.02%
2,729
-1,067
172
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1,100
173
$219K 0.02%
1,063
174
$217K 0.02%
3,417
-852
175
$204K 0.01%
2,421
+2,407
5 6
7
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