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
$1.15B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 5.03%
2 Technology 2.88%
3 Financials 1.3%
4 Healthcare 1.09%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$840K 0.07%
83,000
127
$808K 0.07%
31,968
+7,425
128
$781K 0.07%
18,941
+311
129
$779K 0.07%
2,708
-291
130
$765K 0.07%
4,149
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131
$763K 0.07%
3,659
-249
132
$758K 0.07%
15,350
+7,587
133
$752K 0.07%
2,752
-465
134
$742K 0.06%
1,255
-22
135
$733K 0.06%
1,626
136
$732K 0.06%
2,047
-406
137
$729K 0.06%
954
-19
138
$723K 0.06%
7,468
-1,208
139
$717K 0.06%
1,915
+12
140
$715K 0.06%
6,614
-1,947
141
$705K 0.06%
3,324
-90
142
$705K 0.06%
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-60
143
$704K 0.06%
7,414
-11,141
144
$702K 0.06%
35,988
-3,747
145
$699K 0.06%
4,290
-1,262
146
$697K 0.06%
14,520
+3,842
147
$694K 0.06%
8,382
+825
148
$673K 0.06%
+23,536
149
$672K 0.06%
10,757
+488
150
$670K 0.06%
8,774
-866