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
$179M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.87%
2 Healthcare 1.62%
3 Technology 1.2%
4 Consumer Discretionary 1%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$134K 0.07%
+1,186
127
$132K 0.07%
+1,478
128
$127K 0.07%
1,023
-88
129
$127K 0.07%
+2,404
130
$127K 0.07%
2,305
131
$126K 0.07%
602
132
$125K 0.07%
+1,329
133
$125K 0.07%
2,407
134
$124K 0.07%
+2,210
135
$122K 0.07%
1,314
136
$119K 0.07%
+1,909
137
$118K 0.07%
1,015
138
$117K 0.07%
+1,788
139
$117K 0.07%
+4,993
140
$113K 0.06%
+3,623
141
$113K 0.06%
977
+1
142
$110K 0.06%
925
143
$109K 0.06%
573
-15
144
$109K 0.06%
+1,400
145
$107K 0.06%
5,512
-5,287
146
$102K 0.06%
10,080
-882
147
$102K 0.06%
4,058
-992
148
$101K 0.06%
+634
149
$101K 0.06%
+675
150
$100K 0.06%
+4,971