AIP

Almanack Investment Partners Portfolio holdings

AUM $647M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 5.69%
2 Technology 3.39%
3 Healthcare 1.44%
4 Financials 1.35%
5 Consumer Discretionary 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$302K 0.03%
3,672
+1,590
227
$302K 0.03%
21,329
-4,050
228
$301K 0.03%
5,480
229
$300K 0.03%
16,740
+1,538
230
$300K 0.03%
15,820
+6,095
231
$298K 0.03%
6,758
-1,578
232
$295K 0.03%
1,981
-43
233
$295K 0.03%
4,857
234
$292K 0.03%
962
235
$291K 0.03%
6,978
-4,342
236
$290K 0.03%
700
237
$288K 0.03%
6,268
-628
238
$287K 0.03%
1,566
-52
239
$287K 0.03%
27,400
240
$286K 0.03%
12,360
-9,921
241
$286K 0.03%
+1,052
242
$285K 0.03%
+8,106
243
$284K 0.03%
5,285
244
$282K 0.03%
1,578
-103
245
$282K 0.03%
16,751
246
$280K 0.03%
+13,842
247
$279K 0.03%
8,480
-4,014
248
$273K 0.03%
5,765
-55
249
$267K 0.03%
4,212
-374
250
$266K 0.03%
2,696
-73