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
$1.05B
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.37%
2 Financials 1.45%
3 Healthcare 1.15%
4 Communication Services 1.03%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$717K 0.07%
7,907
+528
127
$715K 0.07%
3,750
-25
128
$699K 0.07%
44,228
129
$694K 0.07%
1,733
-440
130
$692K 0.07%
1,411
+2
131
$690K 0.07%
12,926
-11,036
132
$682K 0.07%
12,695
-165
133
$674K 0.06%
33,680
-320
134
$670K 0.06%
3,046
-178
135
$648K 0.06%
+5,608
136
$639K 0.06%
+83,000
137
$633K 0.06%
5,659
+128
138
$627K 0.06%
20,602
+19
139
$623K 0.06%
6,896
+164
140
$622K 0.06%
15,075
-196
141
$622K 0.06%
3,236
-213
142
$615K 0.06%
6,788
-275
143
$600K 0.06%
11,716
+65
144
$594K 0.06%
18,530
145
$591K 0.06%
2,425
-1,660
146
$591K 0.06%
23,092
+2,312
147
$589K 0.06%
2,434
148
$588K 0.06%
25,641
149
$586K 0.06%
20,624
-11,830
150
$577K 0.06%
7,360
-1,528