AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$18.1M
3
+$17.7M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$13.1M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$11.5M

Top Sells

1
+$51.6M
2
+$12.7M
3
+$10.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$10.7M
5
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$10.6M

Sector Composition

1 Technology 2.37%
2 Financials 1.45%
3 Healthcare 1.15%
4 Communication Services 1.03%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$253K 0.02%
2,342
252
$250K 0.02%
3,957
-2,309
253
$250K 0.02%
4,946
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254
$250K 0.02%
5,213
-40,270
255
$247K 0.02%
856
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256
$246K 0.02%
6,411
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257
$246K 0.02%
11,638
258
$245K 0.02%
1,661
259
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9,440
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260
$242K 0.02%
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261
$241K 0.02%
4,038
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262
$240K 0.02%
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263
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264
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907
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265
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266
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271
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273
$225K 0.02%
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274
$224K 0.02%
8,898
+150
275
$220K 0.02%
5,840
-800
9 10
11
12 13