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
426
$13K ﹤0.01%
+198
427
$13K ﹤0.01%
+46
428
$13K ﹤0.01%
+500
429
$13K ﹤0.01%
+634
430
$13K ﹤0.01%
+224
431
$12K ﹤0.01%
+524
432
$12K ﹤0.01%
+130
433
$12K ﹤0.01%
+186
434
$12K ﹤0.01%
+177
435
$12K ﹤0.01%
+119
436
$12K ﹤0.01%
+96
437
$12K ﹤0.01%
+525
438
$12K ﹤0.01%
+160
439
$12K ﹤0.01%
+222
440
$12K ﹤0.01%
+68
441
$12K ﹤0.01%
72
-1,545
442
$11K ﹤0.01%
+42
443
$11K ﹤0.01%
+5
444
$11K ﹤0.01%
+1,517
445
$11K ﹤0.01%
+159
446
$11K ﹤0.01%
+177
447
$11K ﹤0.01%
+320
448
$11K ﹤0.01%
+67
449
$11K ﹤0.01%
+27
450
$11K ﹤0.01%
+140
16 17
18
19 20