We are live on ! Find out more
AIP

Almanack Investment Partners Portfolio holdings

AUM $592M
1-Year Est. Return 25.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Sells

1 +$209M
2 +$7.59M
3 +$7.4M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.63M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.12M

Sector Composition

1 Communication Services 8.58%
2 Healthcare 3.24%
3 Technology 2.66%
4 Financials 1.38%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-92
252
-3,620
253
-94
254
-128
255
-516
256
-158
257
-52
258
-3,272
259
-884
260
-732
261
-3,716
262
-400
263
-2,162
264
-6
265
-2,826
266
-20
267
-4,000
268
-135
269
-112
270
-230
271
-123
272
-226
273
-4,860
274
-330
275
-20