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
876
$5K ﹤0.01%
+100
877
$5K ﹤0.01%
+46
878
$5K ﹤0.01%
+64
879
$5K ﹤0.01%
+42
880
$5K ﹤0.01%
+60
881
$5K ﹤0.01%
+67
882
$5K ﹤0.01%
+162
883
$5K ﹤0.01%
+7
884
$5K ﹤0.01%
+9
885
$5K ﹤0.01%
+73
886
$5K ﹤0.01%
+100
887
$5K ﹤0.01%
+27
888
$5K ﹤0.01%
+400
889
$5K ﹤0.01%
+46
890
$5K ﹤0.01%
+200
891
$5K ﹤0.01%
+380
892
$5K ﹤0.01%
+150
893
$5K ﹤0.01%
+1,000
894
$5K ﹤0.01%
+42
895
$4K ﹤0.01%
+11
896
$4K ﹤0.01%
+2
897
$4K ﹤0.01%
+170
898
$4K ﹤0.01%
+67
899
$4K ﹤0.01%
+108
900
$4K ﹤0.01%
+32
34 35
36
37 38