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
351
-36,474
352
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-13,246
355
-155,403
356
-1,049
357
-16,550
358
-1,639
359
-2,583
360
-17,916
361
-3,224
362
-2,708
363
-5,925
364
-2,580
365
-1,393
366
-243,584
367
-2,267
368
-2,288
369
-85,587
370
-13,701