AIP
Almanack Investment Partners Portfolio holdings
AUM
$628M
1-Year Est. Return
16.03%
1 Year Est. Return
+16.03%
AUM
$505M
AUM Growth
-$144M
(-22%)
Holding
204
Top Buys
| 1 | +$22.8M | |
| 2 | +$20.9M | |
| 3 | +$7.48M | |
| 4 |
iShares MSCI Global Metals & Mining Producers ETF
PICK
|
+$4.79M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$3.14M |
Top Sells
| 1 | +$26.8M | |
| 2 | +$22M | |
| 3 | +$16.2M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$13.9M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$10.7M |
Sector Composition
| 1 | Communication Services | 9.59% |
| 2 | Technology | 3.07% |
| 3 | Financials | 1.72% |
| 4 | Consumer Discretionary | 1.33% |
| 5 | Energy | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-31,861
|
|
||
202
Vanguard Growth ETF
VUG
$195B
| – | – |
-3,444
|
|
||
203
Financial Select Sector SPDR Fund
XLF
$53.7B
| – | – |
-10,874
|
|
||
204
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
| – | – |
-5,395
|
|