Portfolio (Quarterly)
Guide ↗
Almanack Investment Partners, LLC.
· CIK 0001680613| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ABBV | ABBVIE INC | Healthcare | 1,065.0 | $232K | 0.04% | -145.0 | -12.0% | $217.49 | -0.5% |
| 42 | HODL | VANECK BITCOIN ETF | — | 10,360.0 | $198K | 0.03% | -29K | -73.9% | $19.16 | -7.1% |
| 43 | ACHR | ARCHER AVIATION INC | Industrials | 12,420.0 | $64K | 0.01% | -1K | -7.5% | $5.17 | +7.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.7%
Communication Services
32.7%
Technology
9.6%
Consumer Cyclical
4.4%
Healthcare
3.6%
Energy
3.6%
Consumer Defensive
2.0%
Industrials
1.4%
Basic Materials
0.4%
Real Estate
0.3%