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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
901
$4K ﹤0.01%
+400
902
$4K ﹤0.01%
+29
903
$4K ﹤0.01%
+100
904
$4K ﹤0.01%
+108
905
$4K ﹤0.01%
+31
906
$4K ﹤0.01%
+35
907
$4K ﹤0.01%
+32
908
$4K ﹤0.01%
+300
909
$4K ﹤0.01%
+83
910
$4K ﹤0.01%
+11
911
$4K ﹤0.01%
+2
912
$4K ﹤0.01%
+170
913
$4K ﹤0.01%
+67
914
$4K ﹤0.01%
+57
915
$4K ﹤0.01%
+50
916
$4K ﹤0.01%
+16
917
$4K ﹤0.01%
+40
918
$4K ﹤0.01%
+42
919
$4K ﹤0.01%
+429
920
$4K ﹤0.01%
+294
921
$4K ﹤0.01%
+223
922
$4K ﹤0.01%
+15
923
$4K ﹤0.01%
+20
924
$4K ﹤0.01%
+50
925
$4K ﹤0.01%
+28
35 36
37
38 39