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
76
$416K 0.27%
+8,210
77
$407K 0.27%
+2,740
78
$400K 0.26%
+13,975
79
$399K 0.26%
+2,988
80
$394K 0.26%
+3,977
81
$388K 0.25%
+4,290
82
$386K 0.25%
+1,250
83
$374K 0.24%
+23,445
84
$373K 0.24%
+1,758
85
$372K 0.24%
+10,462
86
$372K 0.24%
+4,466
87
$361K 0.24%
+2,267
88
$361K 0.24%
+6,677
89
$361K 0.24%
+5,611
90
$349K 0.23%
+2,318
91
$342K 0.22%
+8,476
92
$337K 0.22%
+7,484
93
$336K 0.22%
+1,620
94
$314K 0.2%
+760
95
$314K 0.2%
+4,863
96
$304K 0.2%
+2,074
97
$300K 0.2%
+1,379
98
$300K 0.2%
+8,621
99
$298K 0.19%
+1,340
100
$296K 0.19%
+2,848
2 3
4
5 6