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
51
$606K 0.4%
+5,844
52
$600K 0.39%
+4,608
53
$595K 0.39%
+14,810
54
$580K 0.38%
+20,890
55
$577K 0.38%
+6,802
56
$567K 0.37%
+6,978
57
$562K 0.37%
+11,442
58
$555K 0.36%
+13,305
59
$552K 0.36%
+6,092
60
$550K 0.36%
+2,407
61
$533K 0.35%
+8,027
62
$520K 0.34%
+2,599
63
$511K 0.33%
+2,267
64
$507K 0.33%
+1,777
65
$500K 0.33%
+4,561
66
$497K 0.32%
+4,903
67
$489K 0.32%
+4,550
68
$489K 0.32%
+2,391
69
$470K 0.31%
+1,636
70
$470K 0.31%
+7,320
71
$466K 0.3%
+1
72
$458K 0.3%
+4,921
73
$453K 0.3%
+7,308
74
$443K 0.29%
+2,484
75
$434K 0.28%
+2,817
1 2
3
4 5