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
$222M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$13.1M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$11.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.06M

Top Sells

1
+$14.6M
2
+$10M
3
+$8.65M
4
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$7.58M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$5.4M

Sector Composition

1 Technology 2.06%
2 Financials 1.9%
3 Consumer Discretionary 1.89%
4 Industrials 0.71%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$198K 0.09%
+1,188
102
$195K 0.09%
3,676
103
$194K 0.09%
1,666
+243
104
$193K 0.09%
1,236
+196
105
$191K 0.09%
6,809
-34
106
$190K 0.09%
+4,624
107
$186K 0.08%
+2,241
108
$185K 0.08%
+6,243
109
$185K 0.08%
+3,561
110
$184K 0.08%
1,667
+48
111
$179K 0.08%
1,142
-598
112
$174K 0.08%
3,781
+566
113
$171K 0.08%
1,625
114
$169K 0.08%
625
+1
115
$167K 0.08%
+3,167
116
$166K 0.07%
+2,475
117
$165K 0.07%
+422
118
$157K 0.07%
690
+115
119
$156K 0.07%
4,777
-1,089
120
$152K 0.07%
1,384
+239
121
$151K 0.07%
+1,810
122
$150K 0.07%
+1,600
123
$148K 0.07%
902
-7
124
$141K 0.06%
2,608
-1,954
125
$136K 0.06%
2,440
-200
3 4
5
6 7