AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.81%
2 Technology 1.69%
3 Healthcare 1.17%
4 Consumer Discretionary 1.11%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$102K 0.02%
+9,000
227
$102K 0.02%
+2,610
228
-10,733
229
-168,129
230
-3,743
231
-29,340
232
-21,741
233
-10,500
234
-11,000
235
-143,000