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
$465M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.35%
2 Financials 2.48%
3 Healthcare 2.26%
4 Consumer Discretionary 1.73%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$288K 0.06%
3,092
+275
152
$287K 0.06%
13,027
+3,374
153
$278K 0.06%
2,428
154
$277K 0.06%
12,000
+3,859
155
$276K 0.06%
1,066
-323
156
$274K 0.06%
2,259
-69
157
$269K 0.06%
1,170
+273
158
$267K 0.06%
1,904
-82
159
$258K 0.06%
1,273
+415
160
$258K 0.06%
+1,927
161
$256K 0.06%
+3,789
162
$252K 0.05%
+6,824
163
$248K 0.05%
11,675
-7,934
164
$248K 0.05%
+2,485
165
$246K 0.05%
1,840
+179
166
$245K 0.05%
16,751
167
$244K 0.05%
+104,793
168
$238K 0.05%
+2,200
169
$236K 0.05%
+27,800
170
$236K 0.05%
+2,147
171
$232K 0.05%
5,348
+636
172
$227K 0.05%
1,368
+83
173
$226K 0.05%
+9,626
174
$225K 0.05%
+1,876
175
$224K 0.05%
+8,800