AIP

Almanack Investment Partners Portfolio holdings

AUM $589M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
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
+$32.6M
2
+$8.83M
3
+$8.03M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.08M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.92M

Top Sells

1
+$8.25M
2
+$7.36M
3
+$7.21M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$6.05M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$5.91M

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
$672K 0.08%
+11,970
127
$664K 0.08%
+8,355
128
$660K 0.08%
6,990
+928
129
$656K 0.08%
5,725
+448
130
$656K 0.08%
+8,644
131
$641K 0.08%
14,906
-1,253
132
$627K 0.08%
+22,401
133
$619K 0.08%
+7,212
134
$618K 0.08%
+5,845
135
$617K 0.08%
+7,825
136
$614K 0.08%
1,735
+307
137
$605K 0.07%
16,317
+3,754
138
$604K 0.07%
5,125
+448
139
$604K 0.07%
963
+12
140
$604K 0.07%
+4,313
141
$597K 0.07%
4,361
+504
142
$590K 0.07%
10,923
+5,484
143
$589K 0.07%
892
+313
144
$586K 0.07%
2,236
145
$582K 0.07%
5,321
+21
146
$581K 0.07%
2,670
+127
147
$579K 0.07%
+13,760
148
$571K 0.07%
1,086
+17
149
$570K 0.07%
1,534
+107
150
$556K 0.07%
+1,691
4 5
6
7 8