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Home > Institutional Investor > Albion Financial Group > Profile

Instuitional Investor - Albion Financial Group

Fund Profile
Filing Period:
Fund Name: Albion Financial Group
Portfolio Value $1,213,498,703
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 304,919 $133,188,589 10.97%
2.
Ishares Trust
 IEF 913,688 $71,020,982 5.85%
3.
Legg Mason Etf Invt
 1,856,211 $67,473,286 5.56%
4.
Apple Inc.
 AAPL 347,283 $66,862,367 5.5%
5.
Microsoft Corp
 MSFT 138,088 $51,926,555 4.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)