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
951
$3K ﹤0.01%
+500
952
$3K ﹤0.01%
+48
953
$3K ﹤0.01%
+1,040
954
$3K ﹤0.01%
+671
955
$2K ﹤0.01%
+10
956
$2K ﹤0.01%
+200
957
$2K ﹤0.01%
+17
958
$2K ﹤0.01%
+33
959
$2K ﹤0.01%
+20
960
$2K ﹤0.01%
+332
961
$2K ﹤0.01%
+80
962
$2K ﹤0.01%
+83
963
$2K ﹤0.01%
+50
964
$2K ﹤0.01%
+45
965
$2K ﹤0.01%
+94
966
$2K ﹤0.01%
+120
967
$2K ﹤0.01%
+86
968
$2K ﹤0.01%
+18
969
$2K ﹤0.01%
+50
970
$2K ﹤0.01%
+5
971
$2K ﹤0.01%
+33
972
$2K ﹤0.01%
+150
973
$2K ﹤0.01%
+36
974
$2K ﹤0.01%
+14
975
$2K ﹤0.01%
+50
37 38
39
40 41