AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
This Quarter Return
-0.77%
1 Year Return
+16.03%
3 Year Return
+40.84%
5 Year Return
+71.87%
10 Year Return
AUM
$1.14B
AUM Growth
+$1.14B
Cap. Flow
+$103M
Cap. Flow %
9.03%
Top 10 Hldgs %
39.18%
Holding
563
New
112
Increased
183
Reduced
122
Closed
49
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BSA
376
DELISTED
BrightSphere Investment Group Inc. 5.125% Notes due 2031
BSA
-9,440
Closed -$245K
PRCHW
377
DELISTED
Porch Group, Inc. Warrant
PRCHW
-11,213
Closed -$217K