AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
This Quarter Return
-2.86%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(-6%)
Cap. Flow
-$6.51M
Cap. Flow
% of AUM
-2.8%
Top 10 Holdings %
Top 10 Hldgs %
40.63%
Holding
176
New
13
Increased
57
Reduced
82
Closed
13
Top Buys
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$2.27M |
| 2 |
Fidelity Dividend ETF for Rising Rates
FDRR
|
$1.49M |
| 3 |
Fidelity High Dividend ETF
FDVV
|
$1.47M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.03M |
| 5 |
Amazon
AMZN
|
$996K |
Top Sells
Sector Composition
| 1 | Energy | 5.58% |
| 2 | Financials | 3.65% |
| 3 | Consumer Discretionary | 1.95% |
| 4 | Communication Services | 1.85% |
| 5 | Technology | 1.37% |
