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AFG
Albion Financial Group Portfolio holdings
AUM
$1.55B
1-Year Est. Return
19.86%
This Fund
S&P 500
This Quarter
Est. Return
+11.7%
1 Year Est. Return
+19.86%
3 Year Est. Return
+58.25%
5 Year Est. Return
+64.05%
10 Year Est. Return
–
AUM
$1.53B
AUM Growth
+$117M
(+8.3%)
Cap. Flow
-$3.55M
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
41.26%
Holding
625
New
18
Increased
78
Reduced
84
Closed
39
Top Buys
| 1 |
TJX Companies
TJX
|
+$14.5M |
| 2 |
Blackrock
BLK
|
+$13.8M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$11.4M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$10.1M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$8.33M |
Top Sells
| 1 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$15.2M |
| 2 |
UnitedHealth
UNH
|
+$13M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$12.8M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$12.1M |
| 5 |
Oracle
ORCL
|
+$11.8M |
Sector Composition
| 1 | Technology | 23.77% |
| 2 | Consumer Discretionary | 8.35% |
| 3 | Financials | 8.21% |
| 4 | Industrials | 6.13% |
| 5 | Communication Services | 4.42% |
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