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
$875M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$33.2M
2 +$13.1M
3 +$12.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.1M

Sector Composition

1 Technology 2.54%
2 Consumer Discretionary 1.44%
3 Financials 1.41%
4 Communication Services 1.23%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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227
$247K 0.03%
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