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
401
$16K ﹤0.01%
+360
402
$16K ﹤0.01%
+600
403
$15K ﹤0.01%
+155
404
$15K ﹤0.01%
+153
405
$15K ﹤0.01%
+381
406
$15K ﹤0.01%
+888
407
$15K ﹤0.01%
+135
408
$15K ﹤0.01%
+1,074
409
$14K ﹤0.01%
+167
410
$14K ﹤0.01%
+232
411
$14K ﹤0.01%
+322
412
$14K ﹤0.01%
+200
413
$14K ﹤0.01%
+230
414
$14K ﹤0.01%
+74
415
$14K ﹤0.01%
+82
416
$14K ﹤0.01%
+186
417
$14K ﹤0.01%
+238
418
$14K ﹤0.01%
+44
419
$14K ﹤0.01%
+520
420
$13K ﹤0.01%
+102
421
$13K ﹤0.01%
+8
422
$13K ﹤0.01%
+79
423
$13K ﹤0.01%
+477
424
$13K ﹤0.01%
+94
425
$13K ﹤0.01%
+210
15 16
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