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
$1.15B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 5.03%
2 Technology 2.88%
3 Financials 1.3%
4 Healthcare 1.09%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$373K 0.03%
16,739
+32
227
$373K 0.03%
3,399
+1
228
$368K 0.03%
6,896
+800
229
$364K 0.03%
7,424
230
$360K 0.03%
9,296
231
$356K 0.03%
1,242
+315
232
$356K 0.03%
14,446
+100
233
$351K 0.03%
7,783
-150
234
$349K 0.03%
+23,020
235
$348K 0.03%
1,639
+540
236
$346K 0.03%
5,015
-25
237
$346K 0.03%
1,754
-462
238
$345K 0.03%
700
239
$345K 0.03%
3,300
-250
240
$341K 0.03%
1,618
-228
241
$340K 0.03%
12,915
+1,158
242
$339K 0.03%
+5,097
243
$338K 0.03%
3,050
+101
244
$335K 0.03%
2,024
-9
245
$335K 0.03%
2,365
246
$334K 0.03%
5,820
-1,654
247
$333K 0.03%
2,878
-1,582
248
$331K 0.03%
4,365
-246
249
$330K 0.03%
7,065
-1,915
250
$328K 0.03%
19,711