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AIP

Almanack Investment Partners Portfolio holdings

AUM $592M
1-Year Est. Return 25.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$24.9M
3
+$16.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.95M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.33M

Top Sells

1
+$25.7M
2
+$17M
3
+$9.88M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.35M
5
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$7.54M

Sector Composition

1 Communication Services 6.82%
2 Technology 3.15%
3 Financials 1.51%
4 Consumer Discretionary 1.16%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.03%
+2,015
177
$202K 0.03%
+8,859
178
$159K 0.02%
40,254
-100,000
179
$128K 0.02%
15,735
180
$101K 0.02%
10,500
181
$100K 0.02%
50,000
182
$68.2K 0.01%
+15,050
183
– –
-13,823
184
– –
-14,403
185
– –
-4,529
186
– –
-15,980
187
– –
-4,860
188
– –
-10,585
189
– –
-995
190
– –
-130,602
191
– –
-4,483
192
– –
-576
193
– –
-387
194
– –
-2,191
195
– –
-2,141
196
– –
-5,583
197
– –
-1,338
4 5 6 7
8