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
51
$408K 0.16%
+14,499
52
$404K 0.16%
6,728
+1,415
53
$403K 0.15%
9,002
-5,048
54
$402K 0.15%
9,370
+1,967
55
$401K 0.15%
3,501
-117,388
56
$388K 0.15%
+4,697
57
$379K 0.15%
+3,728
58
$376K 0.14%
12,170
+171
59
$374K 0.14%
7,239
+1,670
60
$371K 0.14%
13,174
+3,141
61
$369K 0.14%
+5,778
62
$350K 0.13%
3,651
+327
63
$344K 0.13%
+3,251
64
$343K 0.13%
2,834
+273
65
$341K 0.13%
6,580
-700
66
$334K 0.13%
1,876
+114
67
$333K 0.13%
9,833
+1,515
68
$319K 0.12%
2,098
69
$314K 0.12%
2,991
70
$286K 0.11%
527
+83
71
$278K 0.11%
1,958
+222
72
$272K 0.1%
1,740
+759
73
$272K 0.1%
1,695
+240
74
$263K 0.1%
2,782
+1
75
$261K 0.1%
8,739
+795
1 2
3
4 5