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
$339M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$17.3M
2 +$13M
3 +$10.8M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$8.77M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$7.91M

Sector Composition

1 Financials 1.98%
2 Technology 1.48%
3 Consumer Discretionary 1.14%
4 Energy 1.12%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$183K 0.05%
4,241
127
$183K 0.05%
4,798
-2,690
128
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7,654
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131
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132
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$165K 0.05%
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135
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136
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137
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138
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139
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146
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147
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2,679
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150
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