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
$507M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$15.6M
3
+$12M
4
GDMA icon
Gadsden Dynamic Multi-Asset ETF
GDMA
+$8.12M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.64M

Top Sells

1
+$25.7M
2
+$21.3M
3
+$6.31M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.18M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.82M

Sector Composition

1 Communication Services 7.93%
2 Technology 3.05%
3 Healthcare 2.02%
4 Financials 1%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$418K 0.08%
884
-132
102
$418K 0.08%
4,496
-100
103
$415K 0.08%
4,149
+21
104
$407K 0.08%
6,082
+78
105
$404K 0.08%
34,400
106
$395K 0.08%
1,339
+1
107
$395K 0.08%
1,279
-1,401
108
$378K 0.07%
1,102
-415
109
$366K 0.07%
8,129
+366
110
$366K 0.07%
799
-42
111
$358K 0.07%
2,357
-501
112
$353K 0.07%
3,657
113
$351K 0.07%
19,204
114
$351K 0.07%
2,613
115
$348K 0.07%
3,482
+4
116
$346K 0.07%
3,009
+392
117
$338K 0.07%
2,074
+4
118
$336K 0.07%
6,200
119
$331K 0.07%
16,990
+250
120
$331K 0.07%
17,508
+1,057
121
$328K 0.06%
+1,023
122
$328K 0.06%
9,719
123
$327K 0.06%
28,602
124
$316K 0.06%
3,169
+89
125
$315K 0.06%
2,850
-7,714
3 4
5
6 7