AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 5.03%
2 Technology 2.88%
3 Financials 1.3%
4 Healthcare 1.09%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$154K 0.01%
2,825
327
$148K 0.01%
2,560
328
$141K 0.01%
+53,380
329
$107K 0.01%
30,960
330
$96K 0.01%
3,493
+161
331
$92K 0.01%
10,500
332
$74K 0.01%
6,971
+300
333
$59K 0.01%
+365
334
$41K ﹤0.01%
2,727
+25
335
$15K ﹤0.01%
22,000
-20,000
336
$13K ﹤0.01%
1,100
-355
337
$12K ﹤0.01%
+698
338
$2K ﹤0.01%
18,875
339
$1K ﹤0.01%
118,000
340
-694
341
-1,297
342
-1,446
343
-6,100
344
-1,229
345
-4,032
346
-1,618
347
-17,389
348
-5,019
349
-2,196
350
-9,548