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
$432M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.26M
3
+$6.04M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.77M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.1M

Top Sells

1
+$6.99M
2
+$6.01M
3
+$5.12M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.54M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$3.58M

Sector Composition

1 Financials 1.81%
2 Technology 1.69%
3 Healthcare 1.17%
4 Consumer Discretionary 1.11%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.06%
+6,261
127
$261K 0.06%
+1,278
128
$259K 0.06%
+6,202
129
$256K 0.06%
2,801
-377
130
$254K 0.06%
7,183
-1,828
131
$247K 0.06%
9,763
+547
132
$247K 0.06%
2,852
+68
133
$246K 0.06%
941
-1
134
$244K 0.06%
4,860
135
$243K 0.06%
+5,706
136
$241K 0.06%
2,935
-564
137
$236K 0.05%
3,770
-310
138
$227K 0.05%
+1,178
139
$224K 0.05%
3,171
-3,082
140
$224K 0.05%
13,838
+130
141
$222K 0.05%
16,751
142
$220K 0.05%
4,241
143
$219K 0.05%
1,337
+2
144
$214K 0.05%
+1,409
145
$213K 0.05%
+4,025
146
$208K 0.05%
1,650
-21,500
147
$207K 0.05%
568
-431
148
$207K 0.05%
7,676
-608
149
$205K 0.05%
5,277
+40
150
$205K 0.05%
1,503
4 5
6
7 8