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
101
$834K 0.1%
7,126
+2,282
102
$826K 0.1%
5,228
+44
103
$824K 0.1%
13,580
104
$810K 0.1%
+2,011
105
$794K 0.1%
17,199
-1,382
106
$792K 0.1%
+2,964
107
$788K 0.1%
3,902
+42
108
$787K 0.1%
+9,458
109
$786K 0.1%
49,030
110
$780K 0.1%
13,011
-3,874
111
$770K 0.09%
+4,443
112
$764K 0.09%
14,448
-1,626
113
$761K 0.09%
10,738
-11,256
114
$748K 0.09%
26,778
-4,328
115
$748K 0.09%
+13,095
116
$733K 0.09%
4,259
-3,205
117
$729K 0.09%
3,018
+598
118
$727K 0.09%
5,151
+416
119
$718K 0.09%
+8,763
120
$711K 0.09%
14,874
+3,915
121
$710K 0.09%
18,334
+5,244
122
$701K 0.09%
3,350
+1,106
123
$689K 0.08%
+12,381
124
$689K 0.08%
+5,200
125
$675K 0.08%
1,901
+834
3 4
5
6 7