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
$587M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.85M
3
+$6.78M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.61M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.69M

Top Sells

1
+$170M
2
+$31M
3
+$9.26M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$7.21M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.39M

Sector Composition

1 Communication Services 7.64%
2 Technology 2.84%
3 Financials 1.54%
4 Healthcare 1.44%
5 Consumer Discretionary 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.04%
4,075
152
$260K 0.04%
6,073
+5
153
$258K 0.04%
5,160
+550
154
$257K 0.04%
41,310
+15,341
155
$253K 0.04%
+345
156
$251K 0.04%
2,771
157
$250K 0.04%
+4,163
158
$249K 0.04%
13,083
159
$247K 0.04%
+1,883
160
$243K 0.04%
1,389
+158
161
$230K 0.04%
+3,917
162
$223K 0.04%
2,620
163
$223K 0.04%
+3,008
164
$219K 0.04%
+1,744
165
$213K 0.04%
3,685
-71
166
$212K 0.04%
+3,650
167
$211K 0.04%
426
-45
168
$205K 0.03%
+1,509
169
$204K 0.03%
+6,500
170
$202K 0.03%
+406
171
$201K 0.03%
+881
172
$127K 0.02%
27,431
173
$113K 0.02%
21,120
174
$87K 0.01%
10,500
-1,200
175
$69.3K 0.01%
13,823
4 5 6
7
8