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
$648M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$24.8M
3
+$16.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.92M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.17M

Top Sells

1
+$25.7M
2
+$17M
3
+$9.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.93M
5
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$7.54M

Sector Composition

1 Communication Services 6.82%
2 Technology 3.15%
3 Financials 1.51%
4 Consumer Discretionary 1.16%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 0.76%
53,340
-2,331
27
$4.87M 0.75%
188,472
-375,796
28
$4.81M 0.74%
8,202
+299
29
$4.76M 0.73%
142,651
+6,533
30
$4.7M 0.72%
34,992
-2,805
31
$4.32M 0.67%
17,851
-4,795
32
$4.21M 0.65%
7,818
-31,463
33
$4.02M 0.62%
52,638
+2,101
34
$3.94M 0.61%
17,822
-3,019
35
$3.77M 0.58%
77,906
+22,623
36
$3.63M 0.56%
53,081
+1,710
37
$3.57M 0.55%
8,466
+143
38
$3.56M 0.55%
167,815
+7,708
39
$3.55M 0.55%
64,642
40
$3.15M 0.49%
62,447
-11,888
41
$2.94M 0.45%
7,328
-5
42
$2.94M 0.45%
286,972
-8,054
43
$2.53M 0.39%
49,821
+7,132
44
$2.48M 0.38%
4,216
-1
45
$2.44M 0.38%
12,891
+25
46
$2.41M 0.37%
10,966
+242
47
$2.38M 0.37%
29,414
48
$2.3M 0.35%
12,419
+10
49
$2.25M 0.35%
12,650
-10
50
$2.14M 0.33%
17,145
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