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
126
$235K 0.05%
6,173
-4,908
127
$234K 0.05%
+5,085
128
$233K 0.05%
+2,826
129
$226K 0.04%
7,702
-14,672
130
$222K 0.04%
980
-1,110
131
$222K 0.04%
+1,488
132
$218K 0.04%
5,893
+343
133
$198K 0.04%
9,185
+137
134
$198K 0.04%
+3,202
135
$195K 0.04%
+5,841
136
$195K 0.04%
+4,038
137
$195K 0.04%
+5,836
138
$193K 0.04%
5,840
139
$191K 0.04%
+2,104
140
$187K 0.04%
+7,378
141
$184K 0.04%
+3,590
142
$181K 0.04%
383
-1,339
143
$180K 0.04%
5,165
-2,418
144
$179K 0.04%
5,350
-375
145
$179K 0.04%
+2,370
146
$177K 0.03%
737
-197
147
$176K 0.03%
+3,510
148
$174K 0.03%
+3,516
149
$171K 0.03%
+3,230
150
$170K 0.03%
+5,516
4 5
6
7 8