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