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
301
$36K 0.01%
+420
302
$35K 0.01%
+797
303
$35K 0.01%
+324
304
$35K 0.01%
+1,144
305
$34K 0.01%
+726
306
$34K 0.01%
+1,385
307
$33K 0.01%
+1,244
308
$33K 0.01%
+128
309
$32K 0.01%
+244
310
$32K 0.01%
+884
311
$32K 0.01%
+730
312
$32K 0.01%
1,251
-157,119
313
$31K 0.01%
+770
314
$31K 0.01%
+64
315
$31K 0.01%
+300
316
$31K 0.01%
+1,347
317
$31K 0.01%
+1,425
318
$30K 0.01%
+1,160
319
$30K 0.01%
133
-1,940
320
$30K 0.01%
+1,406
321
$29K 0.01%
+1,134
322
$29K 0.01%
+476
323
$29K 0.01%
+984
324
$28K 0.01%
154
-1,412
325
$28K 0.01%
+392
11 12
13
14 15