AIP
Almanack Investment Partners Portfolio holdings
AUM
$628M
This Quarter Return
+7.11%
1 Year Return
+16.03%
3 Year Return
+40.84%
5 Year Return
+71.87%
10 Year Return
–
AUM
$587M
AUM Growth
+$587M
(+9%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-24.82%
Top 10 Holdings %
Top 10 Hldgs %
52.77%
Holding
184
New
25
Increased
93
Reduced
34
Closed
8
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$12.7M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$9.85M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$6.78M |
| 4 |
Schwab International Equity ETF
SCHF
|
$6.61M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.69M |
Top Sells
Sector Composition
| 1 | Communication Services | 7.64% |
| 2 | Technology | 2.84% |
| 3 | Financials | 1.54% |
| 4 | Healthcare | 1.44% |
| 5 | Consumer Discretionary | 1.04% |
