We are live on ! Find out more
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
$1.14B
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$36.3M
3
+$20.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$14.6M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$13.7M

Top Sells

1
+$18M
2
+$17.9M
3
+$17.8M
4
NANR icon
State Street SPDR S&P North American Natural Resources ETF
NANR
+$16M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$15.7M

Sector Composition

1 Technology 2.74%
2 Financials 1.48%
3 Communication Services 1.03%
4 Consumer Discretionary 1.01%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$275K 0.02%
+4,196
277
$274K 0.02%
2,996
-51
278
$273K 0.02%
+8,434
279
$271K 0.02%
9,529
-318
280
$271K 0.02%
+4,205
281
$271K 0.02%
1,646
+434
282
$267K 0.02%
4,388
+350
283
$266K 0.02%
5,250
284
$266K 0.02%
19,237
285
$262K 0.02%
1,439
+17
286
$261K 0.02%
+14,952
287
$254K 0.02%
1,617
288
$253K 0.02%
2,342
289
$253K 0.02%
8,451
290
$253K 0.02%
12,000
291
$250K 0.02%
+4,507
292
$248K 0.02%
3,322
293
$247K 0.02%
2,195
-41
294
$246K 0.02%
4,876
-70
295
$245K 0.02%
+5,418
296
$245K 0.02%
11,638
297
$240K 0.02%
+7,000
298
$239K 0.02%
+5,165
299
$238K 0.02%
20,939
300
$237K 0.02%
+7,912
10 11
12
13 14