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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
$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
301
$21K ﹤0.01%
3,169
-324
302
$14K ﹤0.01%
22,000
303
$9K ﹤0.01%
42,875
+24,000
304
$6K ﹤0.01%
1,100
305
$1K ﹤0.01%
118,000
306
-1,480
307
-5,574
308
-6,575
309
-5,002
310
-1,027
311
-7,062
312
-2,026
313
-2,365
314
-5,609
315
-3,339
316
-3,755
317
-3,917
318
-2,671
319
-26,919
320
-4,886
321
-5,308
322
-6,971
323
-5,646
324
-16,494
325
-6,950