AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
This Quarter Return
+8.14%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$217M
AUM Growth
+$217M
(+9.4%)
Cap. Flow
+$4.29M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
28.6%
Holding
258
New
46
Increased
64
Reduced
90
Closed
25
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$2.61M |
| 2 |
ARK Fintech Innovation ETF
ARKF
|
$2.07M |
| 3 |
ARK Autonomous Technology & Robotics ETF
ARKQ
|
$2.01M |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
$1.76M |
| 5 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$1.15M |
Sector Composition
| 1 | Energy | 6.76% |
| 2 | Consumer Discretionary | 6.22% |
| 3 | Technology | 5.14% |
| 4 | Financials | 5.03% |
| 5 | Real Estate | 3.84% |
