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
126
$673K 0.08%
3,416
+32
127
$672K 0.08%
+11,970
128
$664K 0.08%
+8,355
129
$660K 0.08%
6,990
+928
130
$656K 0.08%
5,725
+448
131
$656K 0.08%
+8,644
132
$641K 0.08%
14,906
-1,253
133
$627K 0.08%
+22,401
134
$619K 0.08%
+7,212
135
$618K 0.08%
+5,845
136
$617K 0.08%
+7,825
137
$614K 0.08%
1,735
+307
138
$605K 0.07%
16,317
+3,754
139
$604K 0.07%
5,125
+448
140
$604K 0.07%
963
+12
141
$604K 0.07%
+4,313
142
$597K 0.07%
4,361
+504
143
$590K 0.07%
10,923
+5,484
144
$589K 0.07%
892
+313
145
$586K 0.07%
2,236
146
$582K 0.07%
5,321
+21
147
$581K 0.07%
2,670
+127
148
$579K 0.07%
+13,760
149
$571K 0.07%
1,086
+17
150
$570K 0.07%
1,534
+107
4 5
6
7 8