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
$539M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Sells

1 +$31.6M
2 +$26.8M
3 +$17.2M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.96M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.34M

Sector Composition

1 Communication Services 7.37%
2 Technology 2.55%
3 Financials 1.47%
4 Healthcare 1.13%
5 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$297K 0.06%
2,700
-150
127
$294K 0.05%
5,733
128
$294K 0.05%
1,216
+1
129
$292K 0.05%
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130
$290K 0.05%
4,135
131
$290K 0.05%
3,210
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132
$284K 0.05%
7,020
133
$281K 0.05%
+4,696
134
$281K 0.05%
1,788
135
$265K 0.05%
+7,884
136
$265K 0.05%
6,068
-605
137
$261K 0.05%
13,083
138
$259K 0.05%
3,997
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139
$255K 0.05%
6,314
140
$254K 0.05%
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141
$249K 0.05%
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142
$248K 0.05%
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143
$239K 0.04%
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144
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145
$235K 0.04%
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146
$233K 0.04%
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147
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+2,771
148
$221K 0.04%
+2,354
149
$221K 0.04%
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150
$213K 0.04%
+2,620