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
51
$285K 0.24%
+4,675
52
$271K 0.23%
+2,009
53
$266K 0.22%
+3,077
54
$254K 0.21%
+3,011
55
$251K 0.21%
+2,316
56
$248K 0.21%
+8,763
57
$240K 0.2%
+1,473
58
$238K 0.2%
+2,750
59
$229K 0.19%
+4,831
60
$223K 0.19%
+2,808
61
$221K 0.18%
+5,580
62
$215K 0.18%
+7,200
63
$213K 0.18%
+5,680
64
$207K 0.17%
+1,763
65
$201K 0.17%
+3,722
66
$143K 0.12%
+10,050
67
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