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
101
$575K 0.09%
1,182
+33
102
$568K 0.09%
21,968
-2,788
103
$542K 0.08%
8,457
104
$529K 0.08%
1,824
+6
105
$528K 0.08%
20,395
106
$526K 0.08%
3,635
+32
107
$526K 0.08%
+10,874
108
$516K 0.08%
1,326
+2
109
$513K 0.08%
664
-308
110
$506K 0.08%
3,482
+2
111
$505K 0.08%
2,620
112
$495K 0.08%
+3,930
113
$482K 0.07%
21,725
-44,669
114
$479K 0.07%
4,220
+420
115
$457K 0.07%
4,497
-981
116
$455K 0.07%
799
117
$432K 0.07%
1,366
+23
118
$424K 0.07%
4,228
119
$423K 0.07%
2,218
-120
120
$423K 0.07%
4,682
+262
121
$419K 0.06%
3,886
122
$414K 0.06%
1,885
-196
123
$413K 0.06%
9,391
-4
124
$403K 0.06%
3,566
+135
125
$397K 0.06%
5,250
3 4
5
6 7