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

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
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130
$346K 0.05%
5,289
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131
$340K 0.05%
654
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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
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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
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142
$296K 0.05%
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$292K 0.05%
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144
$289K 0.04%
4,878
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145
$286K 0.04%
1,233
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146
$285K 0.04%
1,442
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147
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1,277
-25
148
$282K 0.04%
1,852
+391
149
$272K 0.04%
4,075
150
$272K 0.04%
3,670