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
176
$471K 0.06%
3,322
+1,595
177
$463K 0.06%
+18,530
178
$461K 0.06%
2,875
+99
179
$458K 0.06%
+10,586
180
$452K 0.06%
+18,091
181
$450K 0.06%
7,860
+126
182
$443K 0.05%
2,200
+116
183
$434K 0.05%
+16,356
184
$433K 0.05%
10,620
+1,620
185
$432K 0.05%
1,804
+803
186
$431K 0.05%
5,566
+1,216
187
$430K 0.05%
4,712
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188
$429K 0.05%
3,756
+438
189
$426K 0.05%
3,334
+87
190
$422K 0.05%
30,291
-83,712
191
$414K 0.05%
14,981
+2,187
192
$414K 0.05%
4,385
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193
$411K 0.05%
2,405
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194
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5,772
195
$411K 0.05%
2,467
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196
$408K 0.05%
8,000
197
$408K 0.05%
13,600
-561
198
$408K 0.05%
+18,942
199
$407K 0.05%
6,541
+753
200
$405K 0.05%
11,184
+371
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