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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 $149,835,241
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 19,091 $9,496,298 6.34%
2.
Jpmorgan Chase & Co
 JPM 29,209 $8,468,049 5.65%
3.
Coca Cola Co
 KO 114,497 $8,100,677 5.41%
4.
Global X Fds - US PFD ETF
 417,733 $7,865,912 5.25%
5.
Schwab Strategic Trust
 FNDF 292,296 $6,965,410 4.65%
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)