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
$260M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.77%
2 Financials 1.6%
3 Consumer Discretionary 1.52%
4 Healthcare 0.55%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$259K 0.1%
2,369
+917
77
$256K 0.1%
4,562
-2,042
78
$249K 0.1%
1,976
79
$248K 0.1%
2,070
+225
80
$244K 0.09%
723
+102
81
$242K 0.09%
2,521
-16,056
82
$237K 0.09%
5,349
-56
83
$232K 0.09%
2,873
+799
84
$228K 0.09%
10,902
+791
85
$225K 0.09%
7,664
-6,316
86
$223K 0.09%
+680
87
$220K 0.08%
7,499
+49
88
$219K 0.08%
13,864
+154
89
$217K 0.08%
5,095
90
$213K 0.08%
2,820
+604
91
$212K 0.08%
16,000
92
$202K 0.08%
1,917
+732
93
$199K 0.08%
3,039
+971
94
$198K 0.08%
6,843
+12
95
$193K 0.07%
1,313
96
$190K 0.07%
+3,676
97
$188K 0.07%
+5,677
98
$188K 0.07%
5,866
+1,947
99
$188K 0.07%
3,999
-7
100
$186K 0.07%
+6,000