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
126
$391K 0.06%
16,451
127
$378K 0.06%
5,711
-148
128
$370K 0.06%
1,788
129
$359K 0.06%
6,349
+33
130
$346K 0.05%
5,289
+1
131
$340K 0.05%
654
-270
132
$339K 0.05%
2,034
133
$333K 0.05%
2,544
134
$329K 0.05%
16,770
+2
135
$326K 0.05%
1,883
136
$322K 0.05%
3,241
+141
137
$314K 0.05%
1,088
-49
138
$313K 0.05%
7,020
139
$303K 0.05%
9,532
140
$298K 0.05%
325
141
$297K 0.05%
3,047
+37
142
$296K 0.05%
+733
143
$292K 0.05%
1,723
+196
144
$289K 0.04%
4,878
+91
145
$286K 0.04%
1,233
-15
146
$285K 0.04%
1,442
-59
147
$282K 0.04%
1,277
-25
148
$282K 0.04%
1,852
+391
149
$272K 0.04%
4,075
150
$272K 0.04%
3,670
4 5
6
7 8