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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IWR | ISHARES RUSSELL ETF MIDCAP | — | 79.0 | $8K | 0.00% | NEW | — | $97.23 | +16.2% |
| 102 | FELG | FIDELITY COVINGTON ETF TR ENHANCED LARGE CAP GROWTH | — | 204.0 | $8K | 0.00% | NEW | — | $37.49 | +17.9% |
| 103 | — | INNOVATOR TR US ETF SMALL CAP 10 BUFFER QUARTERLY | — | 253.0 | $7K | 0.00% | NEW | — | $29.29 | — |
| 104 | CMI | CUMMINS INC | Industrials | 12.0 | $6K | 0.00% | NEW | — | $538.00 | +15.4% |
| 105 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 107.0 | $6K | 0.00% | NEW | — | $53.92 | -27.2% |
| 106 | BXMT | BLACKSTONE MORTGAGE TRUST INC | Real Estate | 289.0 | $6K | 0.00% | NEW | — | $19.15 | -25.9% |
| 107 | M | MACY'S INC | Consumer Cyclical | 283.0 | $5K | 0.00% | NEW | — | $18.09 | +28.4% |
| 108 | GDMN | WISDOMTREE TR ETF EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FD | — | 50.0 | $5K | 0.00% | NEW | — | $101.18 | -12.3% |
| 109 | DFEV | DIMENSIONAL TR ETF EMERGING MKTS VALUE | — | 138.0 | $5K | 0.00% | NEW | — | $35.81 | +15.0% |
| 110 | DEHP | DIMENSIONAL TR ETF EMERGING MKTS HIGH PROFITABILITY | — | 144.0 | $5K | 0.00% | NEW | — | $33.79 | +18.5% |
| 111 | ASO | ACADEMY SPORTS & OUTDOORS INC | Consumer Cyclical | 86.0 | $5K | 0.00% | NEW | — | $56.45 | -17.0% |
| 112 | DFEM | DIMENSIONAL TR ETF EMERGING MKTS CORE EQUITY 2 | — | 140.0 | $5K | 0.00% | NEW | — | $34.55 | +13.3% |
| 113 | OXM | OXFORD INDUSTRIES INC | Consumer Cyclical | 122.0 | $5K | 0.00% | NEW | — | $38.51 | -7.6% |
| 114 | ORI | OLD REPUBLIC INTL CORP | Financial Services | 108.0 | $4K | 0.00% | NEW | — | $39.90 | +6.2% |
| 115 | CDE | COEUR MINING INC COM USD0.01 ISIN #US1921085049 SEDOL #B05K6R3 | Basic Materials | 217.0 | $4K | 0.00% | NEW | — | $18.77 | -1.4% |
| 116 | HL | HECLA MINING CO | Basic Materials | 210.0 | $4K | 0.00% | NEW | — | $18.63 | -3.6% |
| 117 | HNST | HONEST CO INC | Consumer Cyclical | 1,259.0 | $4K | 0.00% | NEW | — | $2.94 | +61.6% |
| 118 | EELV | INVESCO TR II ETF S&P 500 EMERGING MKTS LOW VOLATILITY | — | 115.0 | $3K | 0.00% | NEW | — | $28.08 | +1.4% |
| 119 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 16.0 | $3K | 0.00% | NEW | — | $198.31 | -3.4% |
| 120 | CINF | CINCINNATI FINCL CORP | Financial Services | 20.0 | $3K | 0.00% | NEW | — | $157.35 | +8.9% |
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
22.5%
Technology
18.3%
Healthcare
13.7%
Industrials
10.1%
Energy
7.4%
Communication Services
6.7%
Consumer Defensive
5.5%
Consumer Cyclical
5.4%
Real Estate
5.1%
Utilities
4.3%