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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.2M
3
+$6.9M
4
AAPL icon
Apple
AAPL
+$6.55M
5
MLN icon
VanEck Long Muni ETF
MLN
+$5.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.84%
2 Consumer Discretionary 4.56%
3 Healthcare 4.13%
4 Financials 3.12%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 7.62%
+260,577
2
$10.2M 6.65%
+139,717
3
$6.9M 4.5%
+96,442
4
$6.55M 4.27%
+39,742
5
$5.85M 3.82%
+324,974
6
$5.33M 3.48%
+80,731
7
$5.22M 3.4%
+74,669
8
$4.92M 3.21%
+49,388
9
$4.28M 2.79%
+44,287
10
$4.2M 2.74%
+22,936
11
$4.14M 2.7%
+14,344
12
$3.86M 2.52%
+76,179
13
$3.01M 1.96%
+59,546
14
$2.8M 1.83%
+104,618
15
$2.58M 1.68%
+52,791
16
$2.35M 1.53%
+22,094
17
$2.14M 1.4%
+91,105
18
$2.05M 1.34%
+70,277
19
$2.05M 1.34%
+19,846
20
$2.02M 1.32%
+10,877
21
$1.84M 1.2%
+22,183
22
$1.77M 1.15%
+4,322
23
$1.68M 1.1%
+33,804
24
$1.51M 0.98%
+3,664
25
$1.43M 0.93%
+14,111
1
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