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
$813M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$9.41M
3
+$8.71M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.88M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.45M

Top Sells

1
+$8.25M
2
+$7.81M
3
+$7.21M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$6.05M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$5.78M

Sector Composition

1 Technology 3.52%
2 Healthcare 2.17%
3 Financials 2.07%
4 Consumer Discretionary 1.99%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$265K 0.03%
1,131
+265
252
$264K 0.03%
2,771
-558
253
$261K 0.03%
3,101
-81
254
$261K 0.03%
8,800
255
$261K 0.03%
10,430
256
$260K 0.03%
1,198
-1,180
257
$256K 0.03%
4,491
+63
258
$255K 0.03%
+5,933
259
$255K 0.03%
+1,350
260
$251K 0.03%
2,741
+42
261
$248K 0.03%
+11,638
262
$247K 0.03%
+999
263
$247K 0.03%
+3,517
264
$247K 0.03%
+4,356
265
$246K 0.03%
18,300
266
$245K 0.03%
+5,560
267
$245K 0.03%
13,008
-837
268
$244K 0.03%
+10,127
269
$243K 0.03%
+1,475
270
$242K 0.03%
12,190
-1,785
271
$242K 0.03%
2,806
+35
272
$240K 0.03%
1,390
+108
273
$237K 0.03%
2,847
-2,867
274
$232K 0.03%
+747
275
$229K 0.03%
20,939
+1,000
9 10
11
12 13