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
151
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152
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153
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154
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155
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-3,802
156
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-6,799
157
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158
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-967
159
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-1,084
160
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-1,076
3 4 5 6
7