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
176
$203K 0.01%
4,100
177
$191K 0.01%
16,415
178
$183K 0.01%
494
-138
179
$181K 0.01%
908
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180
$177K 0.01%
558
181
$175K 0.01%
5,130
182
$174K 0.01%
9,154
183
$171K 0.01%
1,910
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184
$171K 0.01%
1,172
185
$171K 0.01%
5,735
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186
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187
$162K 0.01%
1,111
188
$162K 0.01%
1,610
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189
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7,000
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190
$157K 0.01%
944
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191
$148K 0.01%
2,817
192
$138K 0.01%
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193
$135K 0.01%
2,334
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194
$134K 0.01%
450
195
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690
196
$131K 0.01%
3,004
+1,431
197
$126K 0.01%
14,467
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198
$126K 0.01%
4,220
199
$123K 0.01%
262
200
$118K 0.01%
+11,001
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8
9 10