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
76
$207K 0.1%
+1,356
77
$203K 0.1%
16,000
78
$203K 0.1%
+12,102
79
$203K 0.1%
1,738
-15,665
80
$201K 0.1%
+5,368
81
$201K 0.1%
8,320
+420
82
$197K 0.1%
441
-24
83
$196K 0.1%
+7,450
84
$195K 0.09%
8,250
-23,560
85
$186K 0.09%
+9,252
86
$185K 0.09%
6,251
+538
87
$179K 0.09%
6,882
+990
88
$175K 0.08%
1,241
-136
89
$171K 0.08%
2,571
+372
90
$170K 0.08%
+2,097
91
$162K 0.08%
1,693
-99
92
$161K 0.08%
9,934
-582
93
$158K 0.08%
624
-74
94
$156K 0.08%
504
-7
95
$155K 0.08%
3,240
96
$151K 0.07%
1,936
+202
97
$150K 0.07%
1,430
+101
98
$144K 0.07%
1,774
-204
99
$142K 0.07%
+1,041
100
$136K 0.07%
1,151
-35
2 3
4
5 6