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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
726
$11K ﹤0.01%
+179
727
$11K ﹤0.01%
+225
728
$11K ﹤0.01%
+236
729
$11K ﹤0.01%
+325
730
$11K ﹤0.01%
+500
731
$11K ﹤0.01%
+500
732
$11K ﹤0.01%
+150
733
$11K ﹤0.01%
+300
734
$10K ﹤0.01%
+240
735
$10K ﹤0.01%
+125
736
$10K ﹤0.01%
+66
737
$10K ﹤0.01%
+1,000
738
$10K ﹤0.01%
+1,400
739
$10K ﹤0.01%
+1,000
740
$10K ﹤0.01%
+48
741
$10K ﹤0.01%
+500
742
$10K ﹤0.01%
+206
743
$10K ﹤0.01%
+400
744
$10K ﹤0.01%
+335
745
$10K ﹤0.01%
+2,000
746
$10K ﹤0.01%
+100
747
$10K ﹤0.01%
+525
748
$10K ﹤0.01%
+400
749
$10K ﹤0.01%
+15
750
$10K ﹤0.01%
+100
28 29
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