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
51
$2.14M 0.33%
40,290
+9,915
52
$1.93M 0.3%
15,013
53
$1.92M 0.3%
25,984
+100
54
$1.79M 0.28%
20,195
55
$1.73M 0.27%
33,473
-359
56
$1.72M 0.26%
15,957
+1
57
$1.71M 0.26%
17,665
+1
58
$1.6M 0.25%
31,861
-133
59
$1.49M 0.23%
2,551
+111
60
$1.49M 0.23%
7,803
+185
61
$1.43M 0.22%
+53,575
62
$1.42M 0.22%
67,411
-1,218,118
63
$1.41M 0.22%
3,444
-798
64
$1.4M 0.22%
3,087
-31
65
$1.38M 0.21%
16,961
+2,654
66
$1.36M 0.21%
11,821
-104
67
$1.23M 0.19%
5,143
+39
68
$1.23M 0.19%
80,676
-13,568
69
$1.22M 0.19%
35,283
+7
70
$1.2M 0.19%
11,302
-499
71
$1.19M 0.18%
20,979
+16,481
72
$1.13M 0.17%
1,269
+26
73
$1.12M 0.17%
68,662
74
$1.07M 0.17%
18,296
75
$995K 0.15%
9,419
1 2
3
4 5