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
$432M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.26M
3
+$6.04M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.77M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.1M

Top Sells

1
+$6.99M
2
+$6.01M
3
+$5.12M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.54M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$3.58M

Sector Composition

1 Financials 1.81%
2 Technology 1.69%
3 Healthcare 1.17%
4 Consumer Discretionary 1.11%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$515K 0.12%
2,748
+42
77
$511K 0.12%
1,392
-8
78
$508K 0.12%
27,028
-1,190
79
$505K 0.12%
3,826
+22
80
$502K 0.12%
38,733
+1,863
81
$496K 0.11%
2,384
+43
82
$495K 0.11%
1,679
+147
83
$475K 0.11%
1,179
84
$444K 0.1%
12,036
+5,620
85
$442K 0.1%
8,160
-2,380
86
$435K 0.1%
11,382
+777
87
$434K 0.1%
5,785
-1,909
88
$427K 0.1%
1,626
89
$426K 0.1%
1,171
+370
90
$423K 0.1%
4,859
+140
91
$419K 0.1%
2,034
+24
92
$417K 0.1%
13,410
+23
93
$400K 0.09%
2,571
+187
94
$392K 0.09%
10,653
+54
95
$384K 0.09%
8,026
+4,020
96
$381K 0.09%
1,441
+23
97
$377K 0.09%
4,528
+130
98
$370K 0.09%
2,764
+452
99
$368K 0.09%
2,178
+452
100
$367K 0.08%
3,207
+342
2 3
4
5 6