AIP

Ahrens Investment Partners Portfolio holdings

AUM $202M
1-Year Est. Return 3.9%
This Quarter Est. Return
1 Year Est. Return
-3.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.44M
3
+$666K
4
UNH icon
UnitedHealth
UNH
+$646K
5
TELL
Tellurian Inc.
TELL
+$595K

Top Sells

1
+$3.26M
2
+$2.36M
3
+$1.96M
4
GVIP icon
Goldman Sachs Hedge Industry VIP ETF
GVIP
+$1.71M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.7M

Sector Composition

1 Technology 7.47%
2 Consumer Discretionary 6.34%
3 Energy 5.97%
4 Financials 4.91%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$23K 0.01%
+550
552
$23K 0.01%
+150
553
$23K 0.01%
+600
554
$23K 0.01%
+125
555
$22K 0.01%
+300
556
$22K 0.01%
+88
557
$22K 0.01%
+751
558
$22K 0.01%
+450
559
$22K 0.01%
+161
560
$22K 0.01%
+250
561
$22K 0.01%
+180
562
$22K 0.01%
+232
563
$22K 0.01%
+280
564
$22K 0.01%
+800
565
$21K 0.01%
+422
566
$21K 0.01%
+120
567
$21K 0.01%
+55
568
$21K 0.01%
+242
569
$21K 0.01%
+201
570
$21K 0.01%
+1,209
571
$21K 0.01%
+799
572
$21K 0.01%
+231
573
$20K 0.01%
+168
574
$20K 0.01%
+408
575
$20K 0.01%
+195
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