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
$193M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.1%
2 Consumer Discretionary 4.55%
3 Healthcare 4.41%
4 Financials 2.99%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1