AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.4M
3
+$10.2M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$7.81M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$7.35M

Top Sells

1
+$11.2M
2
+$9.78M
3
+$8.39M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.08M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.12M

Sector Composition

1 Financials 2.13%
2 Technology 1.73%
3 Energy 1.25%
4 Consumer Discretionary 1.22%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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