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

Top Buys

1
+$27.5M
2
+$14.1M
3
+$10M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$5.01M

Top Sells

1
+$13.1M
2
+$11.3M
3
+$10.7M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$10.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$10.3M

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
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