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
351
$23K ﹤0.01%
96
-956
352
$22K ﹤0.01%
+3,000
353
$22K ﹤0.01%
+533
354
$22K ﹤0.01%
+102
355
$22K ﹤0.01%
+706
356
$21K ﹤0.01%
+238
357
$21K ﹤0.01%
+315
358
$21K ﹤0.01%
+114
359
$21K ﹤0.01%
+294
360
$21K ﹤0.01%
+400
361
$20K ﹤0.01%
+174
362
$20K ﹤0.01%
+766
363
$20K ﹤0.01%
+61
364
$20K ﹤0.01%
+825
365
$20K ﹤0.01%
+1,200
366
$20K ﹤0.01%
+560
367
$20K ﹤0.01%
+98
368
$20K ﹤0.01%
+226
369
$19K ﹤0.01%
+820
370
$19K ﹤0.01%
+672
371
$19K ﹤0.01%
+2,135
372
$19K ﹤0.01%
+1,042
373
$19K ﹤0.01%
+1,028
374
$19K ﹤0.01%
+975
375
$19K ﹤0.01%
+1,001
13 14
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