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
$432M
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.26M
3
+$6.04M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.77M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.1M

Top Sells

1
+$6.99M
2
+$6.01M
3
+$5.12M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.54M
5
AGZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
+$3.58M

Sector Composition

1 Financials 1.81%
2 Technology 1.69%
3 Healthcare 1.17%
4 Consumer Discretionary 1.11%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$126K 0.03%
+1,885
202
$126K 0.03%
+2,702
203
$125K 0.03%
+3,205
204
$124K 0.03%
+1,083
205
$121K 0.03%
+4,773
206
$118K 0.03%
+1,136
207
$118K 0.03%
+3,022
208
$117K 0.03%
+2,157
209
$116K 0.03%
+1,005
210
$115K 0.03%
+2,390
211
$115K 0.03%
+1,791
212
$115K 0.03%
+2,665
213
$115K 0.03%
+574
214
$113K 0.03%
+757
215
$113K 0.03%
+862
216
$112K 0.03%
+2,738
217
$110K 0.03%
+520
218
$109K 0.03%
+9,090
219
$109K 0.03%
+1,850
220
$108K 0.03%
+441
221
$107K 0.02%
+725
222
$107K 0.02%
+586
223
$104K 0.02%
+944
224
$103K 0.02%
+1,017
225
$102K 0.02%
+1,793
6 7 8
9
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