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
51
$755K 0.38%
3,776
+1,649
52
$752K 0.38%
4,727
-6,576
53
$752K 0.38%
15,070
+1,065
54
$743K 0.37%
2,806
+691
55
$743K 0.37%
8,940
-930
56
$740K 0.37%
4,780
+3,147
57
$681K 0.34%
4,509
+1,386
58
$651K 0.33%
1,859
+49
59
$645K 0.32%
13,718
60
$636K 0.32%
+1,445
61
$631K 0.32%
+5,590
62
$612K 0.31%
9,443
+5
63
$610K 0.3%
4,346
-7,786
64
$598K 0.3%
6,154
+476
65
$585K 0.29%
2,064
+484
66
$577K 0.29%
11,480
+28
67
$566K 0.28%
6,205
-5,565
68
$534K 0.27%
2,320
-464
69
$530K 0.26%
10,846
+4,435
70
$527K 0.26%
9,395
+326
71
$526K 0.26%
5,112
-656
72
$519K 0.26%
5,359
-30
73
$507K 0.25%
+7,550
74
$506K 0.25%
9,495
-1,611
75
$506K 0.25%
+5,645
1 2
3
4 5