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
76
$504K 0.25%
3,458
-315
77
$496K 0.25%
15,038
+5,330
78
$488K 0.24%
11,600
+453
79
$481K 0.24%
14,841
-23,884
80
$470K 0.23%
+1,539
81
$462K 0.23%
+4,891
82
$434K 0.22%
+10,916
83
$431K 0.22%
1,437
-56
84
$425K 0.21%
2,852
-68
85
$420K 0.21%
7,499
-522
86
$419K 0.21%
15,292
-1,203
87
$414K 0.21%
1,053
+195
88
$410K 0.21%
2,776
+1,632
89
$408K 0.2%
4,342
-713
90
$399K 0.2%
1,595
-88
91
$390K 0.19%
4,077
-4,730
92
$387K 0.19%
+4,051
93
$380K 0.19%
+6,162
94
$374K 0.19%
697
-65
95
$362K 0.18%
2,749
-1,284
96
$360K 0.18%
1,006
+76
97
$352K 0.18%
3,843
+178
98
$351K 0.18%
1,458
-444
99
$347K 0.17%
2,446
-20
100
$345K 0.17%
2,937
-416
2 3
4
5 6