AFG
ABLE Financial Group Portfolio holdings
AUM
$511M
1-Year Est. Return
17.85%
This Fund
S&P 500
1 Year Est. Return
+17.85%
AUM
$511M
AUM Growth
+$18.8M
(+3.8%)
Holding
231
Top Buys
| 1 | +$4.91M | |
| 2 | +$4.87M | |
| 3 | +$4.57M | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$3.22M |
| 5 |
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
|
+$2.84M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$3.7M | |
| 3 | +$2.79M | |
| 4 |
Home Depot
HD
|
+$2.74M |
| 5 |
Dropbox
DBX
|
+$2.08M |
Sector Composition
| 1 | Technology | 8.43% |
| 2 | Communication Services | 4.12% |
| 3 | Financials | 3.01% |
| 4 | Consumer Discretionary | 2.76% |
| 5 | Healthcare | 2.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Real Estate ETF
VNQ
$36.3B
| – | – |
-2,506
|
|
||
227
Vanguard S&P 500 Growth ETF
VOOG
$26.3B
| – | – |
-8,880
|
|
||
228
Verizon
VZ
$200B
| – | – |
-16,237
|
|
||
229
Workday
WDAY
$36.8B
| – | – |
-4,876
|
|
||
230
State Street Communication Services Select Sector SPDR ETF
XLC
$24.6B
| – | – |
-3,515
|
|
||
231
State Street Technology Select Sector SPDR ETF
XLK
$129B
| – | – |
-4,162
|
|