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
$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
126
$313K 0.06%
3,199
127
$310K 0.06%
5,001
-723
128
$307K 0.06%
23,020
129
$305K 0.06%
1,262
-40
130
$304K 0.06%
1,276
131
$295K 0.06%
2,918
132
$294K 0.06%
2,200
133
$291K 0.06%
435
134
$283K 0.06%
14,686
-1,000
135
$279K 0.06%
5,250
136
$276K 0.05%
6,699
-546
137
$275K 0.05%
1,472
-139
138
$274K 0.05%
1,214
-29
139
$271K 0.05%
2,066
140
$261K 0.05%
2,838
141
$255K 0.05%
4,147
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142
$252K 0.05%
+9,973
143
$250K 0.05%
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144
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4,225
145
$240K 0.05%
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146
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9,846
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147
$238K 0.05%
6,767
-49,423
148
$236K 0.05%
+14,472
149
$235K 0.05%
473
+3
150
$232K 0.05%
2,214
-500
4 5
6
7 8