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
$647M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$25.5M
3
+$8.51M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$8.13M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$5.6M

Top Sells

1
+$20.8M
2
+$17.2M
3
+$11.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$11M
5
GDMA icon
Gadsden Dynamic Multi-Asset ETF
GDMA
+$7.68M

Sector Composition

1 Communication Services 7.62%
2 Technology 3.73%
3 Financials 1.61%
4 Consumer Discretionary 1.3%
5 Energy 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$587K 0.09%
392
-1
102
$579K 0.09%
+1,372
103
$553K 0.09%
20,534
-2,200
104
$547K 0.08%
1,096
-48
105
$526K 0.08%
3,747
-1,502
106
$512K 0.08%
4,725
107
$511K 0.08%
17,267
+142
108
$509K 0.08%
29,678
+11,238
109
$503K 0.08%
1,656
-1,382
110
$498K 0.08%
15,381
+7,918
111
$484K 0.07%
7,775
112
$483K 0.07%
3,902
-1,572
113
$474K 0.07%
1,924
-128
114
$471K 0.07%
1,669
-13,044
115
$469K 0.07%
6,135
-56
116
$463K 0.07%
3,952
+9
117
$462K 0.07%
2,299
-134
118
$462K 0.07%
1,352
+428
119
$461K 0.07%
7,161
120
$457K 0.07%
3,414
+247
121
$452K 0.07%
947
-4,761
122
$451K 0.07%
592
-147
123
$446K 0.07%
5,250
124
$436K 0.07%
2,893
-50
125
$436K 0.07%
+4,672
3 4
5
6 7