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
$539M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$9.92M
3
+$9.17M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$8.45M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.31M

Top Sells

1
+$31.6M
2
+$26.8M
3
+$17.2M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.96M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.34M

Sector Composition

1 Communication Services 7.37%
2 Technology 2.55%
3 Financials 1.47%
4 Healthcare 1.13%
5 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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