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
$507M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$15.6M
3
+$12M
4
GDMA icon
Gadsden Dynamic Multi-Asset ETF
GDMA
+$8.12M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.64M

Top Sells

1
+$25.7M
2
+$21.3M
3
+$6.31M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.18M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.82M

Sector Composition

1 Communication Services 7.93%
2 Technology 3.05%
3 Healthcare 2.02%
4 Financials 1%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,269
177
– –
-33,286
178
– –
-4,400
179
– –
-8,907
180
– –
-4,230
181
– –
-4,239
182
– –
-6,107
4 5 6 7
8