AFG

ABLE Financial Group Portfolio holdings

AUM $492M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.2M
3
+$6.78M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$6.73M
5
SYF icon
Synchrony
SYF
+$2.6M

Top Sells

1
+$13.8M
2
+$7.03M
3
+$2.35M
4
TROW icon
T. Rowe Price
TROW
+$2.34M
5
MLN icon
VanEck Long Muni ETF
MLN
+$1.76M

Sector Composition

1 Technology 10.26%
2 Communication Services 4.86%
3 Financials 3.48%
4 Consumer Discretionary 3.46%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.46%
42,848
+2,988
52
$1.83M 0.44%
30,434
-5,023
53
$1.81M 0.44%
+21,080
54
$1.72M 0.42%
15,749
-6,427
55
$1.72M 0.41%
+59,996
56
$1.61M 0.39%
32,849
-281,828
57
$1.61M 0.39%
5,126
+231
58
$1.61M 0.39%
1,793
+179
59
$1.58M 0.38%
12,868
-388
60
$1.54M 0.37%
2,477
+116
61
$1.54M 0.37%
44,929
+25,845
62
$1.52M 0.37%
2,061
-124
63
$1.49M 0.36%
15,576
-3,205
64
$1.42M 0.34%
10,198
+186
65
$1.35M 0.33%
3,806
+254
66
$1.32M 0.32%
14,106
+844
67
$1.27M 0.31%
24,334
+4,404
68
$1.21M 0.29%
5,528
+977
69
$1.2M 0.29%
5,231
+242
70
$1.17M 0.28%
12,296
+9,325
71
$1.14M 0.27%
8,616
-332
72
$1.13M 0.27%
5,094
-291
73
$1.11M 0.27%
8,166
+502
74
$1.07M 0.26%
4,454
+605
75
$1.04M 0.25%
10,645
-266
1 2
3
4 5