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
101
$294K 0.19%
+1,003
102
$293K 0.19%
+2,924
103
$293K 0.19%
+2,669
104
$290K 0.19%
+2,237
105
$289K 0.19%
+2,071
106
$287K 0.19%
+3,993
107
$266K 0.17%
+707
108
$263K 0.17%
+1,376
109
$257K 0.17%
+3,234
110
$253K 0.17%
+2,381
111
$251K 0.16%
+879
112
$233K 0.15%
+1,401
113
$232K 0.15%
+2,663
114
$230K 0.15%
+671
115
$227K 0.15%
+4,910
116
$224K 0.15%
+1,486
117
$224K 0.15%
+926
118
$221K 0.14%
+4,227
119
$220K 0.14%
+2,451
120
$219K 0.14%
+2,232
121
$218K 0.14%
+18,946
122
$212K 0.14%
+1,074
123
$209K 0.14%
+6,641
124
$202K 0.13%
+1,586
125
$201K 0.13%
+4,931
2 3 4
5
6