AIP

Almanack Investment Partners Portfolio holdings

AUM $647M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$7.94M
3
+$7.58M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.31M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$7.2M

Top Sells

1
+$5.34M
2
+$4.25M
3
+$3.54M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.12M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$3.11M

Sector Composition

1 Financials 2.16%
2 Consumer Discretionary 1.29%
3 Technology 1.2%
4 Healthcare 0.5%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
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