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
1001
$1K ﹤0.01%
+200
1002
$1K ﹤0.01%
+3
1003
$1K ﹤0.01%
+14
1004
$1K ﹤0.01%
+17
1005
$1K ﹤0.01%
+10
1006
$1K ﹤0.01%
+5
1007
$1K ﹤0.01%
+3
1008
$1K ﹤0.01%
+7
1009
$1K ﹤0.01%
+15
1010
$1K ﹤0.01%
+40
1011
$1K ﹤0.01%
+30
1012
$1K ﹤0.01%
+11
1013
$1K ﹤0.01%
+7
1014
$1K ﹤0.01%
+12
1015
$1K ﹤0.01%
+17
1016
$1K ﹤0.01%
+30
1017
$1K ﹤0.01%
+71
1018
$1K ﹤0.01%
+209
1019
$1K ﹤0.01%
+25
1020
$1K ﹤0.01%
+88
1021
0
1022
$1K ﹤0.01%
+23
1023
$1K ﹤0.01%
+56
1024
$1K ﹤0.01%
+10
1025
$1K ﹤0.01%
+16