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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
801
$8K ﹤0.01%
+100
802
$8K ﹤0.01%
+144
803
$8K ﹤0.01%
+21
804
$8K ﹤0.01%
+750
805
$7K ﹤0.01%
+13
806
$7K ﹤0.01%
+75
807
$7K ﹤0.01%
+55
808
$7K ﹤0.01%
+214
809
$7K ﹤0.01%
+38
810
$7K ﹤0.01%
+106
811
$7K ﹤0.01%
+38
812
$7K ﹤0.01%
+800
813
$7K ﹤0.01%
+40
814
$7K ﹤0.01%
+500
815
$7K ﹤0.01%
+333
816
$7K ﹤0.01%
+100
817
$7K ﹤0.01%
+73
818
$7K ﹤0.01%
+200
819
$7K ﹤0.01%
+200
820
$7K ﹤0.01%
+222
821
$7K ﹤0.01%
+50
822
$7K ﹤0.01%
+41
823
$7K ﹤0.01%
+37
824
$7K ﹤0.01%
+87
825
$7K ﹤0.01%
+58
31 32
33
34 35