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
376
$19K ﹤0.01%
+40
377
$19K ﹤0.01%
+70
378
$19K ﹤0.01%
+226
379
$19K ﹤0.01%
+3,717
380
$18K ﹤0.01%
+92
381
$18K ﹤0.01%
+230
382
$18K ﹤0.01%
+1,056
383
$18K ﹤0.01%
+1,219
384
$18K ﹤0.01%
+2,104
385
$18K ﹤0.01%
+628
386
$17K ﹤0.01%
+415
387
$17K ﹤0.01%
+42
388
$17K ﹤0.01%
+538
389
$17K ﹤0.01%
+1,672
390
$17K ﹤0.01%
+3,054
391
$17K ﹤0.01%
+300
392
$17K ﹤0.01%
+123
393
$17K ﹤0.01%
+405
394
$17K ﹤0.01%
+3,564
395
$16K ﹤0.01%
+113
396
$16K ﹤0.01%
121
-1,860
397
$16K ﹤0.01%
+600
398
$16K ﹤0.01%
+150
399
$16K ﹤0.01%
+762
400
$16K ﹤0.01%
+248
14 15
16
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