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
101
$344K 0.17%
2,217
+101
102
$342K 0.17%
20,595
-2,847
103
$330K 0.16%
4,294
-1,059
104
$329K 0.16%
8,381
+1,025
105
$321K 0.16%
863
+9
106
$320K 0.16%
+7,337
107
$300K 0.15%
4,345
-466
108
$296K 0.15%
3,789
109
$293K 0.15%
11,616
-6,492
110
$292K 0.15%
3,727
-5,752
111
$287K 0.14%
1,003
112
$278K 0.14%
1,017
-131
113
$261K 0.13%
1,329
-39
114
$259K 0.13%
687
-4
115
$258K 0.13%
1,618
+185
116
$258K 0.13%
2,832
-352
117
$234K 0.12%
2,426
-1,244
118
$234K 0.12%
2,108
-519
119
$232K 0.12%
11,131
+23
120
$229K 0.11%
2,230
-528
121
$226K 0.11%
+2,076
122
$226K 0.11%
+1,589
123
$224K 0.11%
844
124
$221K 0.11%
4,106
-137
125
$221K 0.11%
1,836
-973
3 4
5
6 7