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
$1.15B
AUM Growth
-$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$13.4M
3
+$11.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$11.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

1
+$47.5M
2
+$22.4M
3
+$14.5M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$12.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$10.9M

Sector Composition

1 Communication Services 5.03%
2 Technology 2.88%
3 Financials 1.3%
4 Healthcare 1.09%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-6,301
352
– –
-3,031
353
– –
-85,298
354
– –
-2,049
355
– –
-1,544
356
– –
-1,423
357
– –
-2,782
358
– –
-4,224
359
– –
-27,428
360
– –
-15,379
361
– –
-2,250
362
– –
-9,481
363
– –
-176,231
364
– –
-19,738
365
– –
-756
366
– –
-10,199
367
– –
-2,819
368
– –
-5,602
369
– –
-5,638
370
– –
-1,791
371
– –
-7,950
372
– –
-17,070
373
– –
-7,095
374
– –
-6,850
375
– –
-10,000
12 13 14
15
16