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
676
$2K ﹤0.01%
+11
677
$2K ﹤0.01%
+94
678
$2K ﹤0.01%
+850
679
$2K ﹤0.01%
+307
680
$2K ﹤0.01%
+75
681
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+26
682
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+4
683
$2K ﹤0.01%
+154
684
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+40
685
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+68
686
$2K ﹤0.01%
+22
687
$2K ﹤0.01%
+62
688
$2K ﹤0.01%
+32
689
$2K ﹤0.01%
+29
690
$2K ﹤0.01%
24
-4,504
691
$2K ﹤0.01%
+100
692
$2K ﹤0.01%
+34
693
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+19
694
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+150
695
$2K ﹤0.01%
+43
696
$2K ﹤0.01%
+10
697
$2K ﹤0.01%
+8
698
$2K ﹤0.01%
+24
699
$2K ﹤0.01%
+150
700
$2K ﹤0.01%
+21
26 27
28
29 30