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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.26M
3
+$7.93M
4
EUO icon
ProShares UltraShort Euro
EUO
+$7.54M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.82%
2 Financials 0.72%
3 Consumer Discretionary 0.63%
4 Energy 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.21%
+67,961
27
$1.31M 1.09%
+11,209
28
$1.25M 1.05%
+56,615
29
$1.04M 0.87%
+71,538
30
$493K 0.41%
+4,561
31
$479K 0.4%
+8,051
32
$476K 0.4%
+4,336
33
$465K 0.39%
+8,291
34
$444K 0.37%
+11,943
35
$424K 0.35%
+5,141
36
$423K 0.35%
+15,802
37
$393K 0.33%
+4,614
38
$387K 0.32%
+3,532
39
$382K 0.32%
+7,392
40
$374K 0.31%
+7,545
41
$353K 0.29%
+4,200
42
$347K 0.29%
+9,704
43
$341K 0.28%
+1,130
44
$321K 0.27%
+11,431
45
$316K 0.26%
+6,459
46
$313K 0.26%
+5,036
47
$308K 0.26%
+10,881
48
$304K 0.25%
+3,523
49
$286K 0.24%
+2,481
50
$285K 0.24%
+10,396
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