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
526
$7K ﹤0.01%
+22
527
$7K ﹤0.01%
+106
528
$7K ﹤0.01%
+28
529
$6K ﹤0.01%
+341
530
$6K ﹤0.01%
+50
531
$6K ﹤0.01%
+44
532
$6K ﹤0.01%
+124
533
$6K ﹤0.01%
+399
534
$6K ﹤0.01%
+5,735
535
$6K ﹤0.01%
+285
536
$6K ﹤0.01%
+273
537
$6K ﹤0.01%
+274
538
$6K ﹤0.01%
+175
539
$6K ﹤0.01%
+48
540
$6K ﹤0.01%
50
-396
541
$6K ﹤0.01%
+182
542
$6K ﹤0.01%
+176
543
$6K ﹤0.01%
+94
544
$6K ﹤0.01%
+28
545
$6K ﹤0.01%
+800
546
$6K ﹤0.01%
+14
547
$6K ﹤0.01%
+152
548
$6K ﹤0.01%
+159
549
$6K ﹤0.01%
+640
550
$5K ﹤0.01%
+600
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