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
276
$44K 0.01%
+1,000
277
$43K 0.01%
+532
278
$43K 0.01%
+1,098
279
$43K 0.01%
+146
280
$43K 0.01%
+1,143
281
$43K 0.01%
+2,036
282
$43K 0.01%
+290
283
$42K 0.01%
+1,500
284
$42K 0.01%
+452
285
$42K 0.01%
+2,680
286
$42K 0.01%
+188
287
$42K 0.01%
+718
288
$41K 0.01%
+122
289
$40K 0.01%
1,233
-6,873
290
$40K 0.01%
+952
291
$40K 0.01%
+1,804
292
$39K 0.01%
+4,709
293
$39K 0.01%
+1,712
294
$38K 0.01%
+533
295
$38K 0.01%
+1,450
296
$38K 0.01%
+386
297
$38K 0.01%
+170
298
$37K 0.01%
+898
299
$37K 0.01%
1,774
-10,586
300
$36K 0.01%
+246
10 11
12
13 14