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
576
$4K ﹤0.01%
+92
577
$4K ﹤0.01%
+26
578
$4K ﹤0.01%
+224
579
$4K ﹤0.01%
+92
580
$4K ﹤0.01%
+72
581
$4K ﹤0.01%
+500
582
$4K ﹤0.01%
+664
583
$4K ﹤0.01%
+1,344
584
$4K ﹤0.01%
+61
585
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+79
586
$4K ﹤0.01%
+210
587
$4K ﹤0.01%
+19
588
$4K ﹤0.01%
+122
589
$4K ﹤0.01%
+44
590
$4K ﹤0.01%
+188
591
$4K ﹤0.01%
+200
592
$4K ﹤0.01%
+61
593
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+450
594
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+108
595
$4K ﹤0.01%
+28
596
$4K ﹤0.01%
+101
597
$4K ﹤0.01%
+117
598
$4K ﹤0.01%
+30
599
$4K ﹤0.01%
+73
600
$4K ﹤0.01%
+333
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