AIP

Almanack Investment Partners Portfolio holdings

AUM $589M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$587M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.38M
3
+$6.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.33M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.69M

Top Sells

1
+$166M
2
+$31.1M
3
+$8.81M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$7.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.39M

Sector Composition

1 Communication Services 7.64%
2 Technology 2.84%
3 Financials 1.54%
4 Healthcare 1.44%
5 Consumer Discretionary 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K ﹤0.01%
50,000
177
– –
-1,100
178
– –
-2,354
179
– –
-21,811
180
– –
-891
181
– –
-1,722
182
– –
-19,101
183
– –
-5,848
184
– –
-6,411
4 5 6 7
8