AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
1-Year Return
3.9%
This Quarter Return
+7.95%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$226M
AUM Growth
+$16.8M
(+8%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
28.04%
Holding
1,065
New
852
Increased
42
Reduced
135
Closed
4
Top Buys
| 1 |
Chevron
CVX
|
+$1.55M |
| 2 |
ECC
Eagle Point Credit Co
ECC
|
+$1.44M |
| 3 |
Virtus Terranova US Quality Momentum ETF
JOET
|
+$666K |
| 4 |
UnitedHealth
UNH
|
+$646K |
| 5 |
TELL
Tellurian Inc.
TELL
|
+$595K |
Top Sells
Sector Composition
| 1 | Technology | 7.47% |
| 2 | Consumer Discretionary | 6.34% |
| 3 | Energy | 5.97% |
| 4 | Financials | 4.91% |
| 5 | Real Estate | 3.56% |
