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 | LMND | LEMONADE INC | Financial Services | 143.0 | $9K | 0.00% | — | — | $62.68 | -11.9% |
| 802 | AEM | AGNICO EAGLE MINES LIMITED | Basic Materials | 44.0 | $9K | 0.00% | — | — | $202.98 | -14.2% |
| 803 | HLN | HALEON PLC ADR | Healthcare | 890.0 | $9K | 0.00% | — | — | $10.01 | -8.2% |
| 804 | JBHT | J B HUNT TRANSPORT SERVICE INC | Industrials | 42.0 | $9K | 0.00% | — | — | $211.90 | +22.4% |
| 805 | BUG | GLOBAL X FDS ETF CYBERSECURITY | — | 349.0 | $9K | 0.00% | — | — | $25.11 | +30.5% |
| 806 | TXN | TEXAS INSTRUMENTS INC | Technology | 45.0 | $9K | 0.00% | -82.0 | -64.6% | $194.13 | +56.9% |
| 807 | VAC | MARRIOTT VACATIONS WORLDWIDE CORP | Consumer Cyclical | 134.0 | $9K | 0.00% | — | — | $65.12 | +6.8% |
| 808 | ARKF | ARK BLOCKCHAIN & ETF FINTECH INNOVATION | — | 229.0 | $9K | 0.00% | — | — | $38.01 | +6.6% |
| 809 | — | ENTERGY CORP NEW | — | 77.0 | $9K | 0.00% | — | — | $112.36 | — |
| 810 | TAP | MOLSON COORS BEVERAGE CO CLASS B | Consumer Defensive | 200.0 | $9K | 0.00% | — | — | $43.06 | -1.7% |
| 811 | USAC | USA COMPRESSION PARTNERS LP-COM UNIT | Energy | 317.0 | $9K | 0.00% | — | — | $27.12 | +11.9% |
| 812 | ALC | ALCON INC ORD SH | Healthcare | 114.0 | $9K | 0.00% | +13.0 | +12.9% | $75.35 | -12.1% |
| 813 | FAST | FASTENAL CO | Industrials | 184.0 | $9K | 0.00% | — | — | $46.40 | -6.6% |
| 814 | SCHG | SCHWAB US LARGE-CAP ETF GROWTH | — | 290.0 | $8K | 0.00% | — | — | $29.18 | +16.1% |
| 815 | NGG | NATIONAL GRID PLC ADR SPONSORED ADR NEW 2017 | Utilities | 100.0 | $8K | 0.00% | — | — | $84.60 | -0.3% |
| 816 | IDLV | INVESCO TR II ETF S&P INTL DEV LOW LOW VOLATILITY | — | 244.0 | $8K | 0.00% | NEW | — | $34.45 | +2.3% |
| 817 | DFIS | DIMENSIONAL TR ETF INTERNATIONAL SMALL CAP | — | 249.0 | $8K | 0.00% | NEW | — | $33.67 | +6.0% |
| 818 | CVE | CENOVUS ENERGY INC | Energy | 314.0 | $8K | 0.00% | — | — | $26.53 | +20.5% |
| 819 | RWL | INVESCO TR II ETF S&P 500 REVENUE | — | 72.0 | $8K | 0.00% | -190.0 | -72.5% | $115.01 | +8.4% |
| 820 | FNDA | SCHWAB STRATEGIC TR ETF FUNDAMENTAL US SMALL CO | — | 255.0 | $8K | 0.00% | — | — | $32.41 | +7.0% |
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
22.4%
Technology
18.4%
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%