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

Top Sells

1
+$3.26M
2
+$2.36M
3
+$1.96M
4
GVIP icon
Goldman Sachs Hedge Industry VIP ETF
GVIP
+$1.71M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.7M

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
851
$6K ﹤0.01%
+19
852
$6K ﹤0.01%
+648
853
$6K ﹤0.01%
+54
854
$6K ﹤0.01%
+82
855
$6K ﹤0.01%
+438
856
$6K ﹤0.01%
+116
857
$6K ﹤0.01%
+100
858
$6K ﹤0.01%
+100
859
$6K ﹤0.01%
+132
860
$6K ﹤0.01%
+1,000
861
$6K ﹤0.01%
+102
862
$6K ﹤0.01%
+60
863
$6K ﹤0.01%
+32
864
$6K ﹤0.01%
+25
865
$5K ﹤0.01%
+251
866
$5K ﹤0.01%
+150
867
$5K ﹤0.01%
+400
868
$5K ﹤0.01%
+7
869
$5K ﹤0.01%
+65
870
$5K ﹤0.01%
+50
871
$5K ﹤0.01%
+137
872
$5K ﹤0.01%
+48
873
$5K ﹤0.01%
+200
874
$5K ﹤0.01%
+36
875
$5K ﹤0.01%
+166
33 34
35
36 37