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
$339M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Sells

1 +$11.1M
2 +$8.66M
3 +$6.5M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.36M

Sector Composition

1 Technology 11.32%
2 Consumer Discretionary 3.91%
3 Healthcare 3.55%
4 Financials 3.4%
5 Consumer Staples 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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152
$286K 0.08%
6,480
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161
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174
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175
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3,748
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