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
151
$169K 0.03%
+1,208
152
$164K 0.03%
+2,190
153
$163K 0.03%
+6,500
154
$157K 0.03%
+5,024
155
$157K 0.03%
+3,648
156
$156K 0.03%
2,259
-579
157
$152K 0.03%
+3,030
158
$151K 0.03%
+3,320
159
$148K 0.03%
+3,500
160
$142K 0.03%
+2,370
161
$139K 0.03%
+3,086
162
$135K 0.03%
+2,039
163
$132K 0.03%
+3,524
164
$128K 0.03%
+6,686
165
$127K 0.02%
461
-220
166
$127K 0.02%
+2,920
167
$126K 0.02%
+1,076
168
$124K 0.02%
+2,489
169
$121K 0.02%
2,572
-2,212
170
$120K 0.02%
+2,876
171
$120K 0.02%
+1,460
172
$120K 0.02%
+1,914
173
$118K 0.02%
+2,080
174
$116K 0.02%
+2,438
175
$113K 0.02%
+3,400
5 6
7
8 9