AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
This Quarter Return
+2.52%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$191M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.38%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Energy | 10.94% |
2 | Real Estate | 5.43% |
3 | Financials | 2.87% |
4 | Consumer Staples | 2.45% |
5 | Communication Services | 2.39% |