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
$260M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.77%
2 Financials 1.6%
3 Consumer Discretionary 1.52%
4 Healthcare 0.55%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,414
177
-7,379
178
-11,064
179
-32,810
180
-2,434
181
-2,053
182
-2,305
183
-780
184
-11,968
185
-1,739