We are live on ! Find out more
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

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
801
-24,778
802
-956,617
803
-5,329
804
-21,906
805
-23,946
806
-6,462
807
-504,672
808
-5,419
809
-3,594
810
-261,963
811
-59,437
812
-1,732
813
-2,667
814
-2,016
815
-2,825
816
-1,100
817
-15,000
818
-39,000
819
-188,000
820
-42,875
821
-118,000
822
-22,000
823
-8,472
824
-840
825
-2,696