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
326
$28K 0.01%
+196
327
$28K 0.01%
+772
328
$28K 0.01%
+360
329
$27K 0.01%
+2,237
330
$26K 0.01%
+275
331
$25K ﹤0.01%
+1,031
332
$25K ﹤0.01%
+700
333
$25K ﹤0.01%
+55
334
$25K ﹤0.01%
+3,100
335
$25K ﹤0.01%
+858
336
$25K ﹤0.01%
+1,126
337
$25K ﹤0.01%
+528
338
$25K ﹤0.01%
+568
339
$24K ﹤0.01%
+141
340
$24K ﹤0.01%
+286
341
$24K ﹤0.01%
+1,071
342
$24K ﹤0.01%
+416
343
$24K ﹤0.01%
+330
344
$24K ﹤0.01%
+136
345
$24K ﹤0.01%
+323
346
$23K ﹤0.01%
+86
347
$23K ﹤0.01%
+647
348
$23K ﹤0.01%
+41
349
$23K ﹤0.01%
516
-5,249
350
$23K ﹤0.01%
+110
12 13
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