AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
This Quarter Return
-0.84%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(-3.3%)
Cap. Flow
+$3.34M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
29.71%
Holding
248
New
15
Increased
54
Reduced
110
Closed
38
Top Buys
Top Sells
| 1 |
Telefonica
TEF
|
$1.31M |
| 2 |
fuboTV
FUBO
|
$851K |
| 3 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$838K |
| 4 |
ECC
Eagle Point Credit Co
ECC
|
$615K |
| 5 |
SoFi Technologies
SOFI
|
$610K |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Consumer Discretionary | 5.58% |
| 3 | Energy | 5.27% |
| 4 | Financials | 5.04% |
| 5 | Real Estate | 3.52% |
