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
$141M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.43M
3
+$591K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$455K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$420K

Top Sells

1
+$2.49M
2
+$553K
3
+$361K
4
UL icon
Unilever
UL
+$306K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$246K

Sector Composition

1 Technology 11.31%
2 Healthcare 5.08%
3 Financials 4.34%
4 Communication Services 3.51%
5 Energy 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
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