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
826
$7K ﹤0.01%
+500
827
$7K ﹤0.01%
+36
828
$7K ﹤0.01%
+233
829
$7K ﹤0.01%
+13
830
$7K ﹤0.01%
+75
831
$7K ﹤0.01%
+55
832
$7K ﹤0.01%
+214
833
$7K ﹤0.01%
+38
834
$6K ﹤0.01%
+337
835
$6K ﹤0.01%
+500
836
$6K ﹤0.01%
+368
837
$6K ﹤0.01%
+37
838
$6K ﹤0.01%
+232
839
$6K ﹤0.01%
+75
840
$6K ﹤0.01%
+90
841
$6K ﹤0.01%
+1,475
842
$6K ﹤0.01%
+124
843
$6K ﹤0.01%
+65
844
$6K ﹤0.01%
+95
845
$6K ﹤0.01%
+27
846
$6K ﹤0.01%
+21
847
$6K ﹤0.01%
+35
848
$6K ﹤0.01%
+1
849
$6K ﹤0.01%
+124
850
$6K ﹤0.01%
+55