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

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
776
$9K ﹤0.01%
+40
777
$9K ﹤0.01%
+200
778
$9K ﹤0.01%
+1,000
779
$9K ﹤0.01%
+130
780
$9K ﹤0.01%
+101
781
$9K ﹤0.01%
+37
782
$9K ﹤0.01%
+600
783
$8K ﹤0.01%
+144
784
$8K ﹤0.01%
+21
785
$8K ﹤0.01%
+750
786
$8K ﹤0.01%
+174
787
$8K ﹤0.01%
+75
788
$8K ﹤0.01%
+130
789
$8K ﹤0.01%
+500
790
$8K ﹤0.01%
+250
791
$8K ﹤0.01%
+294
792
$8K ﹤0.01%
+183
793
$8K ﹤0.01%
+167
794
$8K ﹤0.01%
+1,150
795
$8K ﹤0.01%
+150
796
$8K ﹤0.01%
+300
797
$8K ﹤0.01%
+2,945
798
$8K ﹤0.01%
+120
799
$8K ﹤0.01%
+500
800
$8K ﹤0.01%
+150