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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | IXUS | ISHARES CORE MSCI ETF TOTAL INTL STK ETF | — | 82.0 | $7K | 0.00% | +53.0 | +182.8% | $86.63 | +7.4% |
| 862 | SOLV | SOLVENTUM CORP | Healthcare | 108.0 | $7K | 0.00% | — | — | $65.30 | +16.6% |
| 863 | SCHF | SCHWAB STRATEGIC TR ETF INTL EQUITY ETF | — | 282.0 | $7K | 0.00% | — | — | $24.75 | +7.8% |
| 864 | — | AIR LIQUIDE ADR | — | 167.0 | $7K | 0.00% | — | — | $41.50 | — |
| 865 | ALAB | ASTERA LABS INC | Technology | 63.0 | $7K | 0.00% | — | — | $109.60 | +122.9% |
| 866 | STAG | STAG INDUSTRIAL INC | Real Estate | 191.0 | $7K | 0.00% | — | — | $36.06 | +5.9% |
| 867 | TLT | ISHARES 20plus YEAR ETF TREASURY BOND | — | 79.0 | $7K | 0.00% | — | — | $86.70 | -4.2% |
| 868 | SHY | ISHARES ETF 1-3 YR TREASURY BOND | — | 83.0 | $7K | 0.00% | +1.0 | +1.2% | $82.22 | -0.2% |
| 869 | AZO | AUTOZONE INC | Consumer Cyclical | 2.0 | $7K | 0.00% | — | — | $3378.00 | -0.9% |
| 870 | PATH | UIPATH INC CL A | Technology | 606.0 | $7K | 0.00% | — | — | $11.10 | -4.1% |
| 871 | BAX | BAXTER INTERNATIONAL INC | Healthcare | 399.0 | $7K | 0.00% | -2K | -84.9% | $16.80 | +9.1% |
| 872 | AVB | AVALONBAY COMMUNITIES REIT INC | Real Estate | 41.0 | $7K | 0.00% | — | — | $163.34 | +13.3% |
| 873 | — | INVESCO BUILD AMERICA BONDS INC TRUST SER 78 MONTHLY | — | 11.0 | $7K | 0.00% | — | — | $608.36 | — |
| 874 | HSBC | HSBC HOLDINGS PLC-SPON ADR | Financial Services | 80.0 | $7K | 0.00% | — | — | $82.65 | +9.1% |
| 875 | TMFC | RBB FD INC ETF MOTLEY FOOL 100 INDEX | — | 100.0 | $7K | 0.00% | — | — | $66.06 | +16.0% |
| 876 | VOX | VANGUARD ETF COMMUNICATION SERVICES | — | 36.0 | $7K | 0.00% | — | — | $181.67 | +7.2% |
| 877 | CACI | CACI INTL INC CLASS A | Technology | 12.0 | $7K | 0.00% | — | — | $543.83 | -9.3% |
| 878 | J | JACOBS SOLUTIONS INC | Industrials | 51.0 | $6K | 0.00% | — | — | $127.14 | -10.6% |
| 879 | SCHZ | SCHWAB US AGGREGATE ETF BOND | — | 278.0 | $6K | 0.00% | — | — | $23.26 | -1.8% |
| 880 | CMI | CUMMINS INC | Industrials | 12.0 | $6K | 0.00% | NEW | — | $538.00 | +22.6% |
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%