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
76
$994K 0.15%
15,966
+7,459
77
$949K 0.15%
6,562
-96
78
$933K 0.14%
31,536
+1,600
79
$912K 0.14%
14,639
-85
80
$907K 0.14%
11,809
+72
81
$891K 0.14%
11,776
+1,858
82
$887K 0.14%
2,754
-14
83
$871K 0.13%
9,775
-1,054
84
$860K 0.13%
30,055
-19,058
85
$842K 0.13%
5,021
-1,341
86
$838K 0.13%
421
87
$824K 0.13%
8,505
88
$807K 0.12%
7,319
+1,596
89
$793K 0.12%
4,289
-50
90
$789K 0.12%
2,244
91
$775K 0.12%
24,701
92
$761K 0.12%
35,024
-15,552
93
$748K 0.12%
18,530
94
$725K 0.11%
33,099
+13,895
95
$698K 0.11%
5,777
-85
96
$695K 0.11%
25,088
+9,401
97
$678K 0.1%
12,888
+125
98
$651K 0.1%
7,217
-278
99
$636K 0.1%
22,634
-5,115
100
$636K 0.1%
1,243
+564
2 3
4
5 6