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
251
$264K 0.03%
14,546
+100
252
$261K 0.03%
6,740
-325
253
$259K 0.03%
3,600
+1,040
254
$257K 0.03%
9,479
-2,732
255
$257K 0.03%
+4,771
256
$253K 0.03%
2,552
-498
257
$252K 0.03%
1,617
258
$250K 0.03%
5,250
259
$249K 0.02%
681
-2
260
$243K 0.02%
5,490
-450
261
$241K 0.02%
4,784
-473
262
$240K 0.02%
4,405
+2
263
$239K 0.02%
9,732
-50
264
$237K 0.02%
+4,134
265
$230K 0.02%
2,022
-145
266
$230K 0.02%
2,299
+21
267
$229K 0.02%
934
268
$228K 0.02%
584
-12
269
$227K 0.02%
2,838
+131
270
$227K 0.02%
6,462
271
$223K 0.02%
1,003
-29
272
$221K 0.02%
5,419
-6,359
273
$219K 0.02%
9,152
+12
274
$219K 0.02%
+8,124
275
$216K 0.02%
2,342