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
$432M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.26M
3
+$6.04M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.77M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.1M

Top Sells

1
+$6.99M
2
+$6.01M
3
+$5.12M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.54M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$3.58M

Sector Composition

1 Financials 1.81%
2 Technology 1.69%
3 Healthcare 1.17%
4 Consumer Discretionary 1.11%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$204K 0.05%
+1,459
152
$204K 0.05%
19,939
153
$202K 0.05%
+5,205
154
$200K 0.05%
+1,611
155
$196K 0.05%
+1,063
156
$189K 0.04%
+7,793
157
$187K 0.04%
7,836
-150,206
158
$185K 0.04%
+3,413
159
$185K 0.04%
+3,950
160
$183K 0.04%
+7,210
161
$182K 0.04%
12,472
162
$182K 0.04%
+1,433
163
$181K 0.04%
+6,557
164
$181K 0.04%
+1,317
165
$178K 0.04%
+1,021
166
$174K 0.04%
+1,914
167
$174K 0.04%
+3,557
168
$173K 0.04%
+2,902
169
$171K 0.04%
+5,785
170
$168K 0.04%
3,187
-16,813
171
$165K 0.04%
+1,325
172
$163K 0.04%
+7,515
173
$159K 0.04%
+863
174
$159K 0.04%
415
-246
175
$157K 0.04%
3,082
-16,314
5 6
7
8 9