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
$1.14B
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1 +$55.8M
2 +$36.4M
3 +$19.9M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$14.2M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$13.5M

Sector Composition

1 Technology 2.76%
2 Financials 1.46%
3 Communication Services 1.03%
4 Consumer Discretionary 1.01%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-9,440
377
-11,213