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
$512M
AUM Growth
-$490M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$21.2M
3
+$13.1M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.47M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.86M

Top Sells

1
+$99.3M
2
+$48.5M
3
+$40.6M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$34.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$30.7M

Sector Composition

1 Technology 3.28%
2 Financials 2.16%
3 Healthcare 1.94%
4 Consumer Discretionary 1.25%
5 Communication Services 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K 0.01%
3,156
-443,857
227
$63K 0.01%
+1,143
228
$63K 0.01%
+2,968
229
$62K 0.01%
+603
230
$62K 0.01%
3,852
-29,865
231
$62K 0.01%
+1,434
232
$61K 0.01%
+3,620
233
$60K 0.01%
+202
234
$60K 0.01%
+2,000
235
$58K 0.01%
1,310
-7,940
236
$58K 0.01%
6,366
+3,197
237
$58K 0.01%
+1,162
238
$58K 0.01%
+1,436
239
$57K 0.01%
+712
240
$57K 0.01%
+1,087
241
$57K 0.01%
+210
242
$56K 0.01%
+6,632
243
$56K 0.01%
+1,434
244
$56K 0.01%
+1,570
245
$56K 0.01%
+356
246
$56K 0.01%
+812
247
$55K 0.01%
+665
248
$55K 0.01%
+2,750
249
$55K 0.01%
+1,382
250
$54K 0.01%
+2,608
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