AIP
Almanack Investment Partners Portfolio holdings
AUM
$628M
This Quarter Return
+1.28%
1 Year Return
+16.03%
3 Year Return
+40.84%
5 Year Return
+71.87%
10 Year Return
–
AUM
$593M
AUM Growth
+$593M
(+1%)
Cap. Flow
+$5.2M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
51.3%
Holding
189
New
13
Increased
63
Reduced
63
Closed
11
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.79M |
| 2 |
NVIDIA
NVDA
|
$4.34M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$4.29M |
| 4 |
Panagram BBB-B CLO ETF
CLOZ
|
$4.11M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$3.62M |
Top Sells
Sector Composition
| 1 | Communication Services | 7.51% |
| 2 | Technology | 3.26% |
| 3 | Financials | 1.55% |
| 4 | Healthcare | 1.17% |
| 5 | Consumer Discretionary | 1.03% |
