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
176
$229K 0.07%
1,000
177
$228K 0.07%
+982
178
$227K 0.07%
372
179
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+8,810
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$222K 0.07%
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$222K 0.07%
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182
$221K 0.07%
3,794
183
$217K 0.06%
513
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184
$216K 0.06%
507
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185
$216K 0.06%
+1,739
186
$213K 0.06%
1,542
-1,618
187
$212K 0.06%
603
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188
$210K 0.06%
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189
$206K 0.06%
+1,389
190
$205K 0.06%
9,293
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191
$147K 0.04%
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192
$53.6K 0.02%
13,402
193
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194
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195
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196
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197
-540
198
-19,595
199
-7,037
200
-1,230