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
$260M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.36M
3
+$7.66M
4
KBE icon
SPDR S&P Bank ETF
KBE
+$7.07M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$6.79M

Top Sells

1
+$13.4M
2
+$8.18M
3
+$4.9M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$3.42M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.13M

Sector Composition

1 Technology 1.77%
2 Financials 1.6%
3 Consumer Discretionary 1.52%
4 Healthcare 0.55%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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179
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180
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181
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182
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183
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184
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-11,968
185
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-1,739
4 5 6 7
8