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
$222M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$13.1M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$11.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.06M

Top Sells

1
+$14.6M
2
+$10M
3
+$8.65M
4
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$7.58M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$5.4M

Sector Composition

1 Technology 2.06%
2 Financials 1.9%
3 Consumer Discretionary 1.89%
4 Industrials 0.71%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,239
177
– –
-10,096
178
– –
-3,999
179
– –
-1,478
180
– –
-4,823
181
– –
-9,002
182
– –
-1,400
4 5 6 7
8