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
726
$1K ﹤0.01%
+75
727
$1K ﹤0.01%
+8
728
$1K ﹤0.01%
+100
729
$1K ﹤0.01%
+15
730
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+28
731
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+178
732
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+60
733
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+50
734
$1K ﹤0.01%
+293
735
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+9
736
$1K ﹤0.01%
+128
737
$1K ﹤0.01%
+73
738
$1K ﹤0.01%
+500
739
$1K ﹤0.01%
+6
740
$1K ﹤0.01%
+100
741
$1K ﹤0.01%
+119
742
$1K ﹤0.01%
+25
743
$1K ﹤0.01%
+14
744
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+20
745
$1K ﹤0.01%
+183
746
$1K ﹤0.01%
+44
747
$1K ﹤0.01%
+31
748
$1K ﹤0.01%
+10
749
$1K ﹤0.01%
+54
750
$1K ﹤0.01%
+19
28 29
30
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