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
101
$184K 0.07%
+2,498
102
$182K 0.07%
966
+54
103
$178K 0.07%
+4,604
104
$178K 0.07%
+1,326
105
$176K 0.07%
+5,700
106
$176K 0.07%
4,184
-1,432
107
$174K 0.07%
+2,659
108
$170K 0.07%
+7,230
109
$168K 0.06%
1,619
+388
110
$167K 0.06%
+1,040
111
$165K 0.06%
624
112
$163K 0.06%
8,704
-111,153
113
$158K 0.06%
+1,400
114
$151K 0.06%
+1,423
115
$150K 0.06%
+1,625
116
$144K 0.06%
+2,824
117
$143K 0.05%
+3,215
118
$140K 0.05%
909
-68
119
$138K 0.05%
+575
120
$136K 0.05%
2,640
-860
121
$133K 0.05%
+4,823
122
$132K 0.05%
5,252
-2,998
123
$130K 0.05%
+3,093
124
$127K 0.05%
+826
125
$127K 0.05%
2,664
+86
3 4
5
6 7