AIP
Almanack Investment Partners Portfolio holdings
AUM
$628M
This Quarter Return
+7.64%
1 Year Return
+16.03%
3 Year Return
+40.84%
5 Year Return
+71.87%
10 Year Return
–
AUM
$628M
AUM Growth
+$628M
(+25%)
Cap. Flow
+$88.4M
Cap. Flow
% of AUM
14.07%
Top 10 Holdings %
Top 10 Hldgs %
56.79%
Holding
224
New
70
Increased
74
Reduced
35
Closed
18
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$21.9M |
| 2 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$16.9M |
| 3 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
$12.9M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$11M |
| 5 |
Apple
AAPL
|
$7.84M |
Top Sells
Sector Composition
| 1 | Communication Services | 7.93% |
| 2 | Technology | 5.19% |
| 3 | Financials | 2.3% |
| 4 | Consumer Discretionary | 1.49% |
| 5 | Healthcare | 1.44% |
