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AIP

Ahrens Investment Partners Portfolio holdings

AUM $202M
1-Year Est. Return 3.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.91%
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
+$1.5M
2
+$1.49M
3
+$1.16M
4
TELL
Tellurian Inc.
TELL
+$686K
5
JOET icon
Virtus Terranova US Quality Momentum ETF
JOET
+$644K

Top Sells

1
+$3.29M
2
+$2.56M
3
+$1.97M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.73M
5
GVIP icon
Goldman Sachs Hedge Industry VIP ETF
GVIP
+$1.71M

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
651
$15K 0.01%
+500
652
$15K 0.01%
+1,000
653
$15K 0.01%
+140
654
$15K 0.01%
+60
655
$15K 0.01%
+1,500
656
$14K 0.01%
+30
657
$14K 0.01%
+125
658
$14K 0.01%
+203
659
$14K 0.01%
+600
660
$14K 0.01%
+1,400
661
$14K 0.01%
+1,000
662
$14K 0.01%
+125
663
$14K 0.01%
+80
664
$14K 0.01%
+231
665
$14K 0.01%
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666
$14K 0.01%
+2,200
667
$14K 0.01%
+125
668
$14K 0.01%
+341
669
$14K 0.01%
+288
670
$14K 0.01%
+530
671
$13K 0.01%
+200
672
$13K 0.01%
+1,500
673
$13K 0.01%
+75
674
$13K 0.01%
+150
675
$13K 0.01%
+3,000
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