AHC
Adell Harriman & Carpenter Portfolio holdings
AUM
$1.51B
This Quarter Return
-0.64%
1 Year Return
+28.75%
3 Year Return
+126.03%
5 Year Return
+213.71%
10 Year Return
+488.53%
AUM
$364M
AUM Growth
+$364M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
30.84%
Holding
131
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 21.96% |
| 2 | Technology | 15.63% |
| 3 | Financials | 8.12% |
| 4 | Communication Services | 8.01% |
| 5 | Industrials | 7.95% |
