AIP

Almanack Investment Partners Portfolio holdings

AUM $589M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$3.66M
3
+$2.81M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$2.28M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.15M

Top Sells

1
+$5.73M
2
+$3.51M
3
+$3.13M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.56M
5
SMIN icon
iShares MSCI India Small-Cap ETF
SMIN
+$685K

Sector Composition

1 Financials 1.94%
2 Consumer Discretionary 1.38%
3 Technology 1.36%
4 Industrials 0.52%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,934
152
– –
-8,670
153
– –
-7,642
3 4 5 6
7