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
651
$3K ﹤0.01%
+180
652
$3K ﹤0.01%
+164
653
$2K ﹤0.01%
+237
654
$2K ﹤0.01%
+76
655
$2K ﹤0.01%
+10
656
$2K ﹤0.01%
+70
657
$2K ﹤0.01%
+10
658
$2K ﹤0.01%
+14
659
$2K ﹤0.01%
+14
660
$2K ﹤0.01%
+250
661
$2K ﹤0.01%
+400
662
$2K ﹤0.01%
+100
663
$2K ﹤0.01%
+2
664
$2K ﹤0.01%
+182
665
$2K ﹤0.01%
+46
666
$2K ﹤0.01%
+97
667
$2K ﹤0.01%
+32
668
$2K ﹤0.01%
+65
669
$2K ﹤0.01%
+38
670
$2K ﹤0.01%
+82
671
$2K ﹤0.01%
+53
672
$2K ﹤0.01%
+14
673
$2K ﹤0.01%
+30
674
$2K ﹤0.01%
+53
675
$2K ﹤0.01%
+180
25 26
27
28 29