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
1026
$1K ﹤0.01%
+150
1027
$1K ﹤0.01%
+70
1028
$1K ﹤0.01%
+45
1029
$0 ﹤0.01%
+10
1030
$0 ﹤0.01%
+6
1031
$0 ﹤0.01%
+2
1032
$0 ﹤0.01%
+13
1033
$0 ﹤0.01%
+2
1034
$0 ﹤0.01%
+20
1035
$0 ﹤0.01%
+1
1036
$0 ﹤0.01%
+50
1037
$0 ﹤0.01%
+3
1038
$0 ﹤0.01%
+2
1039
$0 ﹤0.01%
+1
1040
$0 ﹤0.01%
+2
1041
$0 ﹤0.01%
+1
1042
$0 ﹤0.01%
+25
1043
$0 ﹤0.01%
+10
1044
$0 ﹤0.01%
+10
1045
$0 ﹤0.01%
+2
1046
$0 ﹤0.01%
+1
1047
$0 ﹤0.01%
+1
1048
0
1049
$0 ﹤0.01%
+5
1050
$0 ﹤0.01%
+2