AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
1-Year Return
3.9%
This Quarter Return
+2.39%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$220M
AUM Growth
+$822K
(+0.37%)
Cap. Flow
-$6.2M
Cap. Flow
% of AUM
-2.81%
Top 10 Holdings %
Top 10 Hldgs %
42.5%
Holding
181
New
11
Increased
51
Reduced
71
Closed
19
Top Buys
| 1 |
iShares US Medical Devices ETF
IHI
|
$1.61M |
| 2 |
Bristol-Myers Squibb
BMY
|
$476K |
| 3 |
JPS
Nuveen Preferred & Income Securities Fund
JPS
|
$469K |
| 4 |
ConocoPhillips
COP
|
$385K |
| 5 |
ALPS O'Shares US Quality Dividend ETF
OUSA
|
$374K |
Top Sells
Sector Composition
| 1 | Energy | 5.84% |
| 2 | Financials | 3.78% |
| 3 | Consumer Discretionary | 2.16% |
| 4 | Technology | 1.7% |
| 5 | Real Estate | 1.69% |
