AIP

Almanack Investment Partners Portfolio holdings

AUM $589M
1-Year Est. Return 22.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.17%
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
+$149M
2
+$21.1M
3
+$14.4M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$9.87M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.27M

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%
+368
477
$9K ﹤0.01%
+100
478
$9K ﹤0.01%
158
-7,268
479
$9K ﹤0.01%
+112
480
$9K ﹤0.01%
+240
481
$9K ﹤0.01%
+635
482
$8K ﹤0.01%
+62
483
$8K ﹤0.01%
+400
484
$8K ﹤0.01%
+580
485
$8K ﹤0.01%
+200
486
$8K ﹤0.01%
+160
487
$8K ﹤0.01%
+50
488
$8K ﹤0.01%
+233
489
$8K ﹤0.01%
+143
490
$8K ﹤0.01%
+155
491
$8K ﹤0.01%
+162
492
$8K ﹤0.01%
+53
493
$8K ﹤0.01%
+96
494
$8K ﹤0.01%
+98
495
$8K ﹤0.01%
+513
496
$8K ﹤0.01%
+403
497
$8K ﹤0.01%
+44
498
$8K ﹤0.01%
+174
499
$8K ﹤0.01%
+134
500
$8K ﹤0.01%
+72
18 19
20
21 22