AHL
Abel Hall LLC Portfolio holdings
AUM
$216M
1-Year Est. Return
17.12%
1 Year Est. Return
+17.12%
AUM
$216M
AUM Growth
+$50.6M
(+31%)
Holding
328
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.21M | |
| 3 | +$1.13M | |
| 4 |
NVIDIA
NVDA
|
+$1.03M |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$930K |
Top Sells
| 1 | +$723K | |
| 2 | +$533K | |
| 3 | +$443K | |
| 4 |
Agree Realty
ADC
|
+$396K |
| 5 |
Gilead Sciences
GILD
|
+$315K |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
T-Mobile US
TMUS
$244B
| – | – |
-850
|
|
||
327
TrueCar
TRUE
$211M
| – | – |
-11,357
|
|
||
328
Williams Companies
WMB
$70.2B
| – | – |
-3,745
|
|