We are live on ! Find out more
AIP

Almanack Investment Partners Portfolio holdings

AUM $592M
1-Year Est. Return 25.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.9M
3
+$11.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.15M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.2M

Top Sells

1
+$17.3M
2
+$12.7M
3
+$10.8M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$9.47M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$8.82M

Sector Composition

1 Financials 1.98%
2 Technology 1.48%
3 Consumer Discretionary 1.14%
4 Energy 1.12%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-48,932
177
– –
-13,054
178
– –
-11,585
179
– –
-2,069
180
– –
-7,664
181
– –
-928
182
– –
-5,891
183
– –
-2,180
184
– –
-8,304
185
– –
-36,760
186
– –
-2,362
187
– –
-6,786
188
– –
-5,252
189
– –
-1,544
190
– –
-347,808
191
– –
-3,962
192
– –
-4,235
193
– –
-1,652
194
– –
-5,248
195
– –
-5,282
196
– –
-1,440
197
– –
-3,484
198
– –
-4,980
4 5 6 7
8