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
$569M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$96.1M
2 +$2.21M
3 +$1.58M
4
VUG icon
Vanguard Growth ETF
VUG
+$904K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$838K

Sector Composition

1 Communication Services 6.84%
2 Technology 2.86%
3 Healthcare 1.95%
4 Financials 1.26%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-14,472
177
-3,575
178
-30,737
179
-2,214