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
$231M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$2.04M
3 +$1.91M
4
KLAC icon
KLA
KLAC
+$985K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$811K

Top Sells

1 +$1.8M
2 +$684K
3 +$681K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$549K
5
JNJ icon
Johnson & Johnson
JNJ
+$536K

Sector Composition

1 Technology 10.77%
2 Consumer Discretionary 4.51%
3 Healthcare 4.08%
4 Financials 2.99%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.19M 0.94%
64,248
+23,848
27
$2.1M 0.91%
4,415
+149
28
$1.96M 0.85%
44,751
+328
29
$1.94M 0.84%
11,765
+3,475
30
$1.62M 0.7%
4,682
+141
31
$1.51M 0.65%
13,989
+4,075
32
$1.44M 0.62%
6,653
+72
33
$1.37M 0.59%
4,621
+102
34
$1.35M 0.58%
27,220
+2,030
35
$1.34M 0.58%
9,593
+706
36
$1.3M 0.56%
3,156
+971
37
$1.22M 0.53%
7,165
+122
38
$1.19M 0.51%
5,390
+1,268
39
$1.17M 0.5%
10,460
+1,520
40
$1.15M 0.5%
2,188
+133
41
$1.14M 0.49%
2,205
+556
42
$1.13M 0.49%
7,594
-62
43
$1.11M 0.48%
36,108
+8,832
44
$986K 0.43%
4,012
+123
45
$985K 0.43%
+1,694
46
$970K 0.42%
23,925
-292
47
$966K 0.42%
2,022
+46
48
$905K 0.39%
6,539
+949
49
$883K 0.38%
5,191
-17
50
$857K 0.37%
8,892
+5,049