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Home > Institutional Investor > Ahl Investment Management, Inc. > Profile

Instuitional Investor - Ahl Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Ahl Investment Management, Inc.
Portfolio Value $145,116,303
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 115,765 $8,291,092 5.71%
2.
Global X Fds - US PFD ETF
 419,233 $7,982,196 5.5%
3.
Jpmorgan Chase & Co
 JPM 31,636 $7,760,365 5.35%
4.
Microsoft Corp
 MSFT 19,701 $7,395,742 5.1%
5.
Apple Inc.
 AAPL 30,289 $6,728,078 4.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)