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AIP

Almanack Investment Partners Portfolio holdings

AUM $592M
1-Year Est. Return 25.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.27%
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
51
$1.02M 0.2%
13,560
+6,772
52
$1.02M 0.2%
11,826
+3,390
53
$962K 0.19%
10,024
+2,373
54
$946K 0.18%
2,450
-211
55
$903K 0.18%
3,510
-1,707
56
$894K 0.17%
+35,718
57
$862K 0.17%
14,894
+5,952
58
$854K 0.17%
3,094
-1,112
59
$844K 0.17%
2,609
+991
60
$817K 0.16%
+34,096
61
$794K 0.16%
18,478
+10,596
62
$777K 0.15%
8,540
+3,983
63
$776K 0.15%
15,234
+5,564
64
$774K 0.15%
13,792
-4,862
65
$735K 0.14%
5,716
+2,183
66
$695K 0.14%
4,416
-405
67
$686K 0.13%
11,428
-7,134
68
$667K 0.13%
5,613
+1,194
69
$610K 0.12%
5,420
+1,719
70
$606K 0.12%
6,647
+4,095
71
$589K 0.12%
12,400
+5,400
72
$588K 0.11%
+26,350
73
$562K 0.11%
1,400
+700
74
$541K 0.11%
3,988
+204
75
$539K 0.11%
2,870
-1,234
1 2
3
4 5