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
926
$3K ﹤0.01%
+12
927
$3K ﹤0.01%
+17
928
$3K ﹤0.01%
+50
929
$3K ﹤0.01%
+570
930
$3K ﹤0.01%
+106
931
$3K ﹤0.01%
+5
932
$3K ﹤0.01%
+100
933
$3K ﹤0.01%
+100
934
$3K ﹤0.01%
+164
935
$3K ﹤0.01%
+200
936
$3K ﹤0.01%
+106
937
$3K ﹤0.01%
+100
938
$3K ﹤0.01%
+100
939
$3K ﹤0.01%
+99
940
$3K ﹤0.01%
+132
941
$3K ﹤0.01%
+118
942
$3K ﹤0.01%
+32
943
$3K ﹤0.01%
+235
944
$3K ﹤0.01%
+150
945
$3K ﹤0.01%
+14
946
$3K ﹤0.01%
+11
947
$3K ﹤0.01%
+122
948
$3K ﹤0.01%
+40
949
$3K ﹤0.01%
+200
950
$3K ﹤0.01%
+50
36 37
38
39 40