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AIP

Almanack Investment Partners Portfolio holdings

AUM $592M
1-Year Est. Return 25.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.31M
3
+$7.68M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$7.34M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$6.77M

Top Sells

1
+$13.3M
2
+$8.25M
3
+$5.04M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$3.4M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.19M

Sector Composition

1 Technology 1.77%
2 Financials 1.6%
3 Consumer Discretionary 1.52%
4 Healthcare 0.55%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
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