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
451
$11K ﹤0.01%
+197
452
$11K ﹤0.01%
+104
453
$11K ﹤0.01%
+134
454
$11K ﹤0.01%
+152
455
$11K ﹤0.01%
+200
456
$11K ﹤0.01%
+1,046
457
$10K ﹤0.01%
+340
458
$10K ﹤0.01%
+82
459
$10K ﹤0.01%
+123
460
$10K ﹤0.01%
+84
461
$10K ﹤0.01%
+106
462
$10K ﹤0.01%
+383
463
$10K ﹤0.01%
+122
464
$10K ﹤0.01%
+156
465
$10K ﹤0.01%
+554
466
$9K ﹤0.01%
158
-7,268
467
$9K ﹤0.01%
+112
468
$9K ﹤0.01%
+240
469
$9K ﹤0.01%
+635
470
$9K ﹤0.01%
+3,316
471
$9K ﹤0.01%
+1,951
472
$9K ﹤0.01%
+300
473
$9K ﹤0.01%
+312
474
$9K ﹤0.01%
+28
475
$9K ﹤0.01%
+128
17 18
19
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