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
551
$5K ﹤0.01%
+35
552
$5K ﹤0.01%
+18
553
$5K ﹤0.01%
+250
554
$5K ﹤0.01%
+27
555
$5K ﹤0.01%
+84
556
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557
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+43
558
$5K ﹤0.01%
+214
559
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+136
560
$5K ﹤0.01%
+288
561
$5K ﹤0.01%
+548
562
$5K ﹤0.01%
+94
563
$5K ﹤0.01%
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564
$5K ﹤0.01%
+80
565
$5K ﹤0.01%
+32
566
$5K ﹤0.01%
+564
567
$5K ﹤0.01%
+600
568
$5K ﹤0.01%
+40
569
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+96
570
$5K ﹤0.01%
+104
571
$5K ﹤0.01%
+14
572
$5K ﹤0.01%
+28
573
$5K ﹤0.01%
+38
574
$4K ﹤0.01%
+25
575
$4K ﹤0.01%
+97
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