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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | SCHC | SCHWAB STRATEGIC TR ETF INTL SMALL CAP EQUITY | — | 83.0 | $4K | 0.00% | -168.0 | -66.9% | $48.11 | +6.5% |
| 142 | CCI | CROWN CASTLE INC | Real Estate | 52.0 | $4K | 0.00% | -4K | -98.6% | $75.73 | -1.7% |
| 143 | HLN | HALEON PLC ADR | Healthcare | 370.0 | $3K | 0.00% | -520.0 | -58.4% | $9.33 | +2.7% |
| 144 | NIO | NIO INC ADR | Consumer Cyclical | 678.0 | $3K | 0.00% | -45K | -98.5% | $5.06 | -9.1% |
| 145 | FENY | FIDELITY MSCI ENERGY INDEX ETF | — | 94.0 | $3K | 0.00% | -510.0 | -84.4% | $29.56 | +17.5% |
| 146 | IGIB | ISHARES TR ETF INTERMEDIATE TERM CR BD | — | 52.0 | $3K | 0.00% | -445.0 | -89.5% | $53.08 | -1.8% |
| 147 | SCHH | SCHWAB U.S. REIT ETF | — | 116.0 | $3K | 0.00% | -434.0 | -78.9% | $23.61 | +1.3% |
| 148 | DFUV | DIMENSIONAL TR ETF US MARKETWIDE VALUE | — | 36.0 | $2K | — | -382.0 | -91.4% | $55.00 | +4.6% |
| 149 | FISV | FISERV INC | Technology | 38.0 | $2K | — | -30.0 | -44.1% | $49.05 | +6.4% |
| 150 | SPMD | STATE STREET SPDR ETF PORTFOLIO S&P 400 MID CAP | — | 24.0 | $2K | — | -6.0 | -20.0% | $67.54 | +1.8% |
| 151 | DFIV | DIMENSIONAL TR ETF INTL VALE | — | 26.0 | $1K | — | -127.0 | -83.0% | $54.04 | +7.5% |
| 152 | PSKY | PARAMOUNT SKYDANCE CORP COM CL B | Communication Services | 111.0 | $1K | — | -99.0 | -47.1% | $9.85 | +4.4% |
| 153 | DOCS | DOXIMITY INC CL A | Healthcare | 50.0 | $1K | — | -14K | -99.7% | $20.74 | +18.2% |
| 154 | VOX | VANGUARD ETF COMMUNICATION SERVICES | — | 5.0 | $989.0 | — | -31.0 | -86.1% | $197.80 | -6.1% |
| 155 | SCZ | ISHARES MSCI EAFE ETF SMALL CAP | — | 12.0 | $987.0 | — | -57.0 | -82.6% | $82.25 | +5.5% |
| 156 | INOD | INNODATA INC | Technology | 10.0 | $756.0 | — | -5.0 | -33.3% | $75.60 | -14.9% |
| 157 | UA | UNDER ARMOUR INC CLASS C | Consumer Cyclical | 100.0 | $622.0 | — | -200.0 | -66.7% | $6.22 | -16.6% |
| 158 | LEU | CENTRUS ENERGY CORP-A | Energy | 3.0 | $504.0 | — | -5.0 | -62.5% | $168.00 | +9.6% |
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
25.1%
Technology
19.3%
Healthcare
14.3%
Industrials
9.7%
Communication Services
6.7%
Consumer Cyclical
5.3%
Real Estate
5.0%
Energy
5.0%
Consumer Defensive
4.6%
Utilities
4.0%