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
301
$29K ﹤0.01%
26,960
-4,000
302
$21K ﹤0.01%
3,169
-324
303
$14K ﹤0.01%
22,000
304
$9K ﹤0.01%
42,875
+24,000
305
$6K ﹤0.01%
1,100
306
$1K ﹤0.01%
118,000
307
-2,878
308
-243,584
309
-1,480
310
-5,574
311
-6,575
312
-2,791
313
-5,002
314
-1,027
315
-7,062
316
-2,026
317
-2,365
318
-5,609
319
-3,339
320
-3,755
321
-3,917
322
-2,671
323
-26,919
324
-4,886
325
-5,308