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
976
$2K ﹤0.01%
+18
977
$2K ﹤0.01%
+200
978
$2K ﹤0.01%
+13
979
$2K ﹤0.01%
+50
980
$2K ﹤0.01%
+70
981
$2K ﹤0.01%
+67
982
$2K ﹤0.01%
+6
983
$2K ﹤0.01%
+119
984
$2K ﹤0.01%
+21
985
$2K ﹤0.01%
+58
986
$2K ﹤0.01%
+165
987
$2K ﹤0.01%
+100
988
$2K ﹤0.01%
+460
989
$2K ﹤0.01%
+3
990
$1K ﹤0.01%
+10
991
$1K ﹤0.01%
+20
992
$1K ﹤0.01%
+200
993
$1K ﹤0.01%
+6
994
$1K ﹤0.01%
+141
995
$1K ﹤0.01%
+20
996
$1K ﹤0.01%
+10
997
$1K ﹤0.01%
+21
998
$1K ﹤0.01%
+16
999
$1K ﹤0.01%
+61
1000
$1K ﹤0.01%
+30
38 39
40
41 42