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
901
$4K ﹤0.01%
+31
902
$4K ﹤0.01%
+35
903
$4K ﹤0.01%
+300
904
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+83
905
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+57
906
$4K ﹤0.01%
+50
907
$4K ﹤0.01%
+16
908
$4K ﹤0.01%
+40
909
$4K ﹤0.01%
+42
910
$4K ﹤0.01%
+429
911
$4K ﹤0.01%
+294
912
$4K ﹤0.01%
+223
913
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+135
914
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+230
915
$4K ﹤0.01%
+41
916
$4K ﹤0.01%
+230
917
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+15
918
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+28
919
$4K ﹤0.01%
+20
920
$4K ﹤0.01%
+50
921
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+519
922
$4K ﹤0.01%
+106
923
$4K ﹤0.01%
+400
924
$4K ﹤0.01%
+29
925
$4K ﹤0.01%
+100