AIP

Almanack Investment Partners Portfolio holdings

AUM $647M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 5.69%
2 Technology 3.39%
3 Healthcare 1.44%
4 Financials 1.35%
5 Consumer Discretionary 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$466K 0.05%
+2,073
177
$464K 0.05%
12,412
-340
178
$461K 0.05%
3,594
+50
179
$460K 0.05%
1,640
-32,202
180
$454K 0.05%
11,081
-22,701
181
$449K 0.04%
9,250
-240
182
$449K 0.04%
15,000
183
$446K 0.04%
8,472
-6,070
184
$444K 0.04%
5,907
185
$442K 0.04%
+4,927
186
$441K 0.04%
2,090
-35
187
$440K 0.04%
4,557
-508
188
$440K 0.04%
1,868
+81
189
$436K 0.04%
+22,456
190
$431K 0.04%
7,426
-425
191
$426K 0.04%
3,971
192
$423K 0.04%
4,528
-148
193
$422K 0.04%
9,074
-39
194
$416K 0.04%
2,410
-1,249
195
$415K 0.04%
15,062
-798
196
$410K 0.04%
6,484
+3,091
197
$408K 0.04%
+1,684
198
$402K 0.04%
840
+3
199
$398K 0.04%
+3,886
200
$394K 0.04%
+11,454