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

Top Buys

1
+$11.7M
2
+$8.36M
3
+$7.66M
4
KBE icon
SPDR S&P Bank ETF
KBE
+$7.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$6.79M

Top Sells

1
+$13.4M
2
+$8.18M
3
+$4.9M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$3.42M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.13M

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
26
$1.73M 0.66%
41,180
+3,460
27
$1.71M 0.66%
22,124
+304
28
$1.55M 0.6%
21,460
-2,040
29
$1.2M 0.46%
44,690
-182,045
30
$989K 0.38%
12,616
-47
31
$971K 0.37%
41,100
-59,666
32
$831K 0.32%
9,107
-89,649
33
$822K 0.32%
35,542
-35,358
34
$761K 0.29%
7,530
-5,684
35
$717K 0.28%
14,567
-373
36
$673K 0.26%
6,124
+1,253
37
$636K 0.24%
16,942
+4,340
38
$570K 0.22%
6,255
-1,195
39
$558K 0.21%
6,119
+765
40
$517K 0.2%
2,837
+409
41
$513K 0.2%
10,096
42
$503K 0.19%
3,928
+881
43
$494K 0.19%
2,475
+34
44
$474K 0.18%
+16,180
45
$461K 0.18%
5,268
-1,484
46
$450K 0.17%
5,258
-1,850
47
$434K 0.17%
+14,476
48
$433K 0.17%
10,600
+2,032
49
$418K 0.16%
+11,450
50
$415K 0.16%
+18,370
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