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
751
$1K ﹤0.01%
+8
752
$1K ﹤0.01%
+100
753
$1K ﹤0.01%
+15
754
$1K ﹤0.01%
+3
755
$1K ﹤0.01%
+16
756
$1K ﹤0.01%
+34
757
$1K ﹤0.01%
+50
758
$1K ﹤0.01%
+100
759
$1K ﹤0.01%
+7
760
$1K ﹤0.01%
+36
761
$1K ﹤0.01%
+41
762
$1K ﹤0.01%
+70
763
$1K ﹤0.01%
+46
764
$1K ﹤0.01%
+13
765
$1K ﹤0.01%
+11
766
$1K ﹤0.01%
+30
767
$1K ﹤0.01%
+122
768
$1K ﹤0.01%
+74
769
$1K ﹤0.01%
+28
770
$1K ﹤0.01%
+178
771
$1K ﹤0.01%
+11
772
$1K ﹤0.01%
+5
773
$1K ﹤0.01%
+12
774
$1K ﹤0.01%
+27
775
$1K ﹤0.01%
+78
29 30
31
32 33