Portfolio (Quarterly)
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Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 801 | CHDN | CHURCHILL DOWNS INC | Consumer Cyclical | 60.0 | $7K | 0.00% | NEW | — | $113.78 | -24.7% |
| 802 | TYL | TYLER TECHNOLOGIES INC | Technology | 15.0 | $7K | 0.00% | NEW | — | $453.93 | -28.9% |
| 803 | SHY | ISHARES ETF 1-3 YR TREASURY BOND | — | 82.0 | $7K | 0.00% | NEW | — | $83.00 | -1.0% |
| 804 | AZO | AUTOZONE INC | Consumer Cyclical | 2.0 | $7K | 0.00% | NEW | — | $3391.50 | +0.8% |
| 805 | SCHF | SCHWAB STRATEGIC TR ETF INTL EQUITY ETF | — | 282.0 | $7K | 0.00% | NEW | — | $24.04 | +13.0% |
| 806 | SAH | SONIC AUTOMOTIVE INC | Consumer Cyclical | 109.0 | $7K | 0.00% | NEW | — | $62.00 | +17.5% |
| 807 | J | JACOBS SOLUTIONS INC | Industrials | 51.0 | $7K | 0.00% | NEW | — | $131.92 | -14.4% |
| 808 | — | INVESCO BUILD AMERICA BONDS INC TRUST SER 78 MONTHLY | — | 11.0 | $7K | 0.00% | NEW | — | $609.82 | — |
| 809 | PCY | INVESCO TR II ETF EMERGING MKTS SOVEREIGN DEBT | — | 308.0 | $7K | 0.00% | NEW | — | $21.66 | -2.5% |
| 810 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 32.0 | $7K | 0.00% | NEW | — | $207.81 | -42.6% |
| 811 | NOV | NOV INC | Energy | 425.0 | $7K | 0.00% | NEW | — | $15.63 | +34.1% |
| 812 | HUYA | HUYA INC ADS EACH REP 1 ORD SHS CL A | Communication Services | 2,302.0 | $7K | 0.00% | NEW | — | $2.88 | -3.8% |
| 813 | FSLR | FIRST SOLAR INC | Energy | 25.0 | $7K | 0.00% | NEW | — | $261.24 | -15.1% |
| 814 | SPYG | STATE STREET SPDR ETF PORTFOLIO S&P 500 GROWTH | — | 61.0 | $7K | 0.00% | NEW | — | $106.70 | +10.6% |
| 815 | IDNA | ISHARES TR ETF GENOMICS IMMUNOLOGY & HEALTHCARE | — | 248.0 | $6K | 0.00% | NEW | — | $26.19 | +11.5% |
| 816 | SCHZ | SCHWAB US AGGREGATE ETF BOND | — | 277.0 | $6K | 0.00% | NEW | — | $23.33 | -1.5% |
| 817 | H | HYATT HOTELS CORP CLASS A | Consumer Cyclical | 40.0 | $6K | 0.00% | NEW | — | $160.32 | +2.5% |
| 818 | CACI | CACI INTL INC CLASS A | Technology | 12.0 | $6K | 0.00% | NEW | — | $532.83 | -7.5% |
| 819 | ESP | ESPEY MFG &ELECTRONICS CORP | Industrials | 135.0 | $6K | 0.00% | NEW | — | $47.13 | +19.6% |
| 820 | COIN | COINBASE GLOBAL, INC. CLASS A COMMON STOCK | Financial Services | 28.0 | $6K | 0.00% | NEW | — | $226.14 | -14.5% |
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
24.3%
Technology
17.6%
Healthcare
14.5%
Industrials
9.0%
Communication Services
7.1%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Real Estate
5.3%
Energy
5.3%
Utilities
4.2%