AIP

Almanack Investment Partners Portfolio holdings

AUM $647M
1-Year Est. Return 19.32%
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.26M
3
+$6.04M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.77M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.1M

Top Sells

1
+$6.99M
2
+$6.01M
3
+$5.12M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.54M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$3.58M

Sector Composition

1 Financials 1.81%
2 Technology 1.69%
3 Healthcare 1.17%
4 Consumer Discretionary 1.11%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$157K 0.04%
+3,582
177
$154K 0.04%
+3,000
178
$154K 0.04%
+1,693
179
$151K 0.04%
+2,162
180
$150K 0.03%
+902
181
$150K 0.03%
+1,616
182
$149K 0.03%
+2,760
183
$146K 0.03%
+1,250
184
$146K 0.03%
+925
185
$143K 0.03%
+1,400
186
$143K 0.03%
1,527
-1,255
187
$142K 0.03%
+15,000
188
$142K 0.03%
+1,283
189
$142K 0.03%
+5,705
190
$141K 0.03%
+1,945
191
$138K 0.03%
+4,444
192
$137K 0.03%
+11,811
193
$134K 0.03%
+2,827
194
$133K 0.03%
+2,976
195
$133K 0.03%
+2,373
196
$132K 0.03%
+4,574
197
$130K 0.03%
+5,150
198
$129K 0.03%
+2,616
199
$128K 0.03%
+5,175
200
$128K 0.03%
+1,521
6 7
8
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