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
476
$9K ﹤0.01%
+356
477
$9K ﹤0.01%
+254
478
$9K ﹤0.01%
+281
479
$9K ﹤0.01%
+284
480
$9K ﹤0.01%
+368
481
$9K ﹤0.01%
+100
482
$8K ﹤0.01%
+233
483
$8K ﹤0.01%
+143
484
$8K ﹤0.01%
+155
485
$8K ﹤0.01%
+162
486
$8K ﹤0.01%
+53
487
$8K ﹤0.01%
+96
488
$8K ﹤0.01%
+98
489
$8K ﹤0.01%
+513
490
$8K ﹤0.01%
+403
491
$8K ﹤0.01%
+44
492
$8K ﹤0.01%
+62
493
$8K ﹤0.01%
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494
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+580
495
$8K ﹤0.01%
+200
496
$8K ﹤0.01%
+160
497
$8K ﹤0.01%
+50
498
$8K ﹤0.01%
+174
499
$8K ﹤0.01%
+134
500
$8K ﹤0.01%
+72
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