AFG

ABLE Financial Group Portfolio holdings

AUM $461M
1-Year Est. Return 12.53%
This Quarter Est. Return
1 Year Est. Return
+12.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$6.9M
4
AAPL icon
Apple
AAPL
+$6.55M
5
MLN icon
VanEck Long Muni ETF
MLN
+$5.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.84%
2 Consumer Discretionary 4.56%
3 Healthcare 4.13%
4 Financials 3.12%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.93%
+37,552
27
$1.38M 0.9%
+2,782
28
$1.38M 0.9%
+17,076
29
$1.33M 0.87%
+10,177
30
$1.28M 0.84%
+32,945
31
$1.24M 0.81%
+7,629
32
$1.12M 0.73%
+6,122
33
$1.1M 0.72%
+1,645
34
$1.04M 0.68%
+3,518
35
$1.04M 0.68%
+32,315
36
$1.01M 0.66%
+8,903
37
$1M 0.65%
+9,613
38
$967K 0.63%
+11,211
39
$952K 0.62%
+7,763
40
$923K 0.6%
+42,203
41
$867K 0.57%
+3,102
42
$806K 0.53%
+10,452
43
$794K 0.52%
+3,945
44
$756K 0.49%
+1,600
45
$748K 0.49%
+4,911
46
$735K 0.48%
+4,741
47
$695K 0.45%
+3,293
48
$669K 0.44%
+13,718
49
$632K 0.41%
+12,630
50
$609K 0.4%
+6,932
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