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Home > Institutional Investor > Able Financial Group, Llc > Profile

Instuitional Investor - Able Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Able Financial Group, Llc
Portfolio Value $231,375,617
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 375,743 $19,414,637 8.39%
2.
First Tr Exchange-Traded Fd
 214,529 $17,170,879 7.42%
3.
Ishares Trust
 IEF 146,996 $11,076,166 4.78%
4.
Spdr Series Trust
 125,560 $9,213,584 3.98%
5.
Apple Inc.
 AAPL 45,130 $8,688,832 3.75%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)