AIP

Almanack Investment Partners Portfolio holdings

AUM $628M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$4.61M
3
+$3.46M
4
OPPJ
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
+$3.13M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.71M

Top Sells

1
+$2.48M
2
+$740K
3
+$585K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$414K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$353K

Sector Composition

1 Financials 1.87%
2 Healthcare 1.62%
3 Technology 1.2%
4 Consumer Discretionary 1%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
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