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
201
$396K 0.05%
2,593
+85
202
$394K 0.05%
+15,348
203
$392K 0.05%
1,145
-1
204
$391K 0.05%
+908
205
$386K 0.05%
51,533
206
$385K 0.05%
+4,556
207
$384K 0.05%
+4,395
208
$383K 0.05%
1,771
+473
209
$383K 0.05%
25,702
+95
210
$377K 0.05%
14,601
+2,319
211
$376K 0.05%
1,747
+78
212
$369K 0.05%
6,297
-58
213
$364K 0.04%
+5,798
214
$354K 0.04%
18,044
-61,460
215
$353K 0.04%
+2,784
216
$344K 0.04%
7,142
-5,790
217
$342K 0.04%
3,078
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218
$342K 0.04%
4,268
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219
$342K 0.04%
1,573
+97
220
$337K 0.04%
+2,955
221
$332K 0.04%
880
222
$326K 0.04%
4,704
+118
223
$324K 0.04%
2,942
224
$317K 0.04%
+4,790
225
$316K 0.04%
9,887
-626
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9
10 11