AIP
Almanack Investment Partners Portfolio holdings
AUM
$628M
This Quarter Return
+9.7%
1 Year Return
+16.03%
3 Year Return
+40.84%
5 Year Return
+71.87%
10 Year Return
–
AUM
$875M
AUM Growth
+$875M
(+7.6%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
36.42%
Holding
478
New
109
Increased
181
Reduced
76
Closed
84
Top Buys
| 1 |
Gadsden Dynamic Multi-Asset ETF
GDMA
|
$33.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$13.1M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$12.8M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$12.3M |
| 5 |
Invesco QQQ Trust
QQQ
|
$10.1M |
Top Sells
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Consumer Discretionary | 1.44% |
| 3 | Financials | 1.41% |
| 4 | Communication Services | 1.23% |
| 5 | Healthcare | 1.08% |
