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
$648M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$24.8M
3
+$16.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.92M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.17M

Top Sells

1
+$25.7M
2
+$17M
3
+$9.71M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.93M
5
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$7.54M

Sector Composition

1 Communication Services 6.82%
2 Technology 3.15%
3 Financials 1.51%
4 Consumer Discretionary 1.16%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.04%
3,342
152
$268K 0.04%
2,438
153
$265K 0.04%
2,218
-17
154
$253K 0.04%
4,125
155
$252K 0.04%
1,419
156
$245K 0.04%
+4,068
157
$242K 0.04%
3,697
-1,000
158
$241K 0.04%
+972
159
$239K 0.04%
2,771
160
$226K 0.03%
23,220
161
$225K 0.03%
3,917
162
$222K 0.03%
+768
163
$222K 0.03%
2,540
-90,772
164
$219K 0.03%
5,395
+518
165
$219K 0.03%
1,204
-36
166
$219K 0.03%
+12,216
167
$218K 0.03%
3,619
168
$216K 0.03%
+204
169
$216K 0.03%
6,213
170
$215K 0.03%
5,126
-1
171
$213K 0.03%
+2,624
172
$208K 0.03%
1,801
173
$207K 0.03%
+9,441
174
$205K 0.03%
5,598
175
$202K 0.03%
+3,758
4 5 6
7
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