AHL

Abel Hall LLC Portfolio holdings

AUM $469M
1-Year Est. Return 34.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.05M
3
+$988K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$881K
5
UNH icon
UnitedHealth
UNH
+$871K

Top Sells

1
+$723K
2
+$502K
3
+$443K
4
ADC icon
Agree Realty
ADC
+$396K
5
BMY icon
Bristol-Myers Squibb
BMY
+$330K

Sector Composition

1 Technology 11.06%
2 Financials 6.83%
3 Energy 5.7%
4 Consumer Discretionary 4.46%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
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