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
$507M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$15.6M
3
+$12M
4
GDMA icon
Gadsden Dynamic Multi-Asset ETF
GDMA
+$8.12M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.64M

Top Sells

1
+$25.7M
2
+$21.3M
3
+$6.31M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.18M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.82M

Sector Composition

1 Communication Services 7.93%
2 Technology 3.05%
3 Healthcare 2.02%
4 Financials 1%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.54%
9,486
+173
27
$2.69M 0.53%
103,318
+72,004
28
$2.66M 0.52%
117,097
+18,399
29
$2.34M 0.46%
13,092
+413
30
$2.06M 0.41%
13,550
-210
31
$1.99M 0.39%
16,080
+52
32
$1.89M 0.37%
19,558
-129
33
$1.83M 0.36%
29,414
34
$1.82M 0.36%
25,010
-249
35
$1.82M 0.36%
127,911
-443,726
36
$1.79M 0.35%
64,642
37
$1.76M 0.35%
17,145
38
$1.75M 0.35%
7,182
+104
39
$1.75M 0.35%
25,642
+3,201
40
$1.71M 0.34%
22,527
+1,857
41
$1.71M 0.34%
104,344
-3,862
42
$1.68M 0.33%
15,284
+55
43
$1.67M 0.33%
15,460
-650
44
$1.61M 0.32%
21,825
+17,146
45
$1.41M 0.28%
13,622
+194
46
$1.39M 0.27%
13,377
-940
47
$1.36M 0.27%
+17,808
48
$1.36M 0.27%
15,013
49
$1.28M 0.25%
+25,285
50
$1.28M 0.25%
3,110
-754
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