We are live on ! Find out more
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
$353M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$13.4M
3
+$12.4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.68M
5
GDMA icon
Gadsden Dynamic Multi-Asset ETF
GDMA
+$7.29M

Top Sells

1
+$13.8M
2
+$13.1M
3
+$11.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$7.62M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M

Sector Composition

1 Financials 1.67%
2 Technology 1.56%
3 Energy 1.07%
4 Consumer Discretionary 1.01%
5 Materials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,256
177
– –
-2,373
178
– –
-1,794
179
– –
-486
180
– –
-50,168
181
– –
-6,580
182
– –
-4,768
183
– –
-1,095
184
– –
-8,224
185
– –
-1,400
186
– –
-19,285
187
– –
-16,900
188
– –
-54,840
189
– –
-125,349
190
– –
-1,914
191
– –
-3,983
192
– –
-4,444
193
– –
-3,363
194
– –
-1,100
195
– –
-1,264
196
– –
-232,469
197
– –
-2,679
198
– –
-1,229
199
– –
-4,932
200
– –
-4,712
5 6 7
8
9