AIP

Almanack Investment Partners Portfolio holdings

AUM $647M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$7.94M
3
+$7.58M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.31M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$7.2M

Top Sells

1
+$5.34M
2
+$4.25M
3
+$3.54M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.12M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$3.11M

Sector Composition

1 Financials 2.16%
2 Consumer Discretionary 1.29%
3 Technology 1.2%
4 Healthcare 0.5%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$404K 0.2%
+11,999
52
$389K 0.19%
3,429
-19,348
53
$363K 0.18%
2,791
+330
54
$353K 0.17%
4,735
-134
55
$343K 0.17%
2,300
-200
56
$341K 0.17%
6,229
-8,133
57
$322K 0.16%
4,020
-4,464
58
$320K 0.16%
8,732
+80
59
$305K 0.15%
5,028
+2,519
60
$302K 0.15%
6,200
-280
61
$301K 0.15%
3,286
-516
62
$297K 0.14%
2,007
-2
63
$293K 0.14%
5,554
+3,150
64
$289K 0.14%
1,574
+251
65
$284K 0.14%
9,534
-5,711
66
$262K 0.13%
2,552
+1,119
67
$243K 0.12%
1,944
+623
68
$240K 0.12%
1,976
-554
69
$240K 0.12%
1,466
-54
70
$236K 0.11%
7,027
+928
71
$236K 0.11%
7,266
+3,643
72
$219K 0.11%
2,459
-638
73
$216K 0.1%
+1,627
74
$212K 0.1%
1,455
-185
75
$210K 0.1%
+5,095
1 2
3
4 5