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
151
$556K 0.07%
+1,691
152
$554K 0.07%
+7,709
153
$545K 0.07%
1,484
+132
154
$541K 0.07%
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155
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11,484
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156
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+99,200
157
$532K 0.07%
3,798
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158
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3,602
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159
$518K 0.06%
2,249
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160
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+1,102
161
$510K 0.06%
36,024
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163
$508K 0.06%
7,830
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164
$506K 0.06%
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165
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3,104
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166
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167
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169
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170
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171
$490K 0.06%
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172
$489K 0.06%
4,663
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173
$485K 0.06%
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174
$482K 0.06%
4,724
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175
$480K 0.06%
+5,602
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