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
$200M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.69M
3
+$1.41M
4
MLN icon
VanEck Long Muni ETF
MLN
+$1.26M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.25M

Top Sells

1
+$1.09M
2
+$1.05M
3
+$954K
4
ABT icon
Abbott
ABT
+$826K
5
VZ icon
Verizon
VZ
+$774K

Sector Composition

1 Technology 10.39%
2 Consumer Discretionary 4.53%
3 Healthcare 4.18%
4 Financials 2.83%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.65%
7,656
-598
27
$1.26M 0.63%
8,290
+934
28
$1.25M 0.63%
40,400
+6,581
29
$1.19M 0.6%
7,043
+332
30
$1.19M 0.59%
4,519
+743
31
$1.16M 0.58%
8,887
+657
32
$1.13M 0.56%
7,259
+733
33
$1.1M 0.55%
25,190
+630
34
$1.08M 0.54%
6,581
+3,571
35
$1.04M 0.52%
9,914
+1,139
36
$1.04M 0.52%
2,055
-110
37
$1M 0.5%
12,799
-5,824
38
$928K 0.46%
+27,276
39
$910K 0.45%
15,890
+3,395
40
$905K 0.45%
24,217
+4,667
41
$849K 0.42%
1,976
-429
42
$842K 0.42%
+4,122
43
$828K 0.41%
+2,185
44
$802K 0.4%
4,479
+1,819
45
$795K 0.4%
1,230
-770
46
$792K 0.4%
3,889
-787
47
$776K 0.39%
8,013
-8,533
48
$758K 0.38%
3,646
+702
49
$757K 0.38%
+1,649
50
$755K 0.38%
5,208
-204
1
2
3 4 5