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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | PFIS | Peoples Financial Services Corp. | Financial Services | 5,000.0 | $267K | 0.06% | NEW | — | $53.33 | +5.7% |
| 262 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 676.0 | $266K | 0.06% | +532.0 | +369.4% | $394.15 | +3.7% |
| 263 | — | TechnipFMC, Plc. | — | 3,805.0 | $263K | 0.06% | NEW | — | $69.13 | — |
| 264 | FLEX | Flex Ltd | Technology | 4,000.0 | $262K | 0.06% | +579.0 | +16.9% | $65.46 | +110.6% |
| 265 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | — | 8,497.0 | $261K | 0.06% | — | — | $30.68 | +4.4% |
| 266 | BX | BLACKSTONE INC | Financial Services | 2,263.0 | $260K | 0.06% | +2K | +6186.1% | $114.99 | +1.8% |
| 267 | VTIP | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX | — | 5,206.0 | $260K | 0.06% | -135.0 | -2.5% | $49.95 | +0.8% |
| 268 | GJAN | FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT | — | 6,202.0 | $260K | 0.06% | +5K | +634.8% | $41.91 | +6.3% |
| 269 | LQDA | Liquidia Corp | Healthcare | 6,859.0 | $259K | 0.06% | NEW | — | $37.74 | +50.8% |
| 270 | — | BLOCK INC CL A | — | 4,275.0 | $257K | 0.06% | +4K | +4447.9% | $60.18 | — |
| 271 | JAJL | INNOVATOR TR EQUITY ETF DEFINED PROTECTION 6 MO JAN/JUL | — | 8,830.0 | $257K | 0.06% | +7K | +305.1% | $29.07 | +2.1% |
| 272 | TTAN | ServiceTitan Inc | Technology | 4,001.0 | $254K | 0.05% | NEW | — | $63.46 | -7.8% |
| 273 | TTMI | TTM Technologies, Inc. | Technology | 2,600.0 | $253K | 0.05% | NEW | — | $97.42 | +71.8% |
| 274 | — | INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR SEP | — | 9,384.0 | $251K | 0.05% | -2K | -21.0% | $26.72 | — |
| 275 | EQNR | Equinor ASA | Energy | 5,938.0 | $251K | 0.05% | NEW | — | $42.20 | -6.4% |
| 276 | XPO | XPO Logistics, Inc. | Industrials | 1,286.0 | $250K | 0.05% | — | — | $194.55 | +5.0% |
| 277 | FSEP | FIRST TR VIII VEST ETF US EQUITY BUFFER SEPTEMBER | — | 4,947.0 | $249K | 0.05% | — | — | $50.33 | +8.0% |
| 278 | FIVE | Five Below Inc | Consumer Cyclical | 1,083.0 | $247K | 0.05% | NEW | — | $228.48 | -6.5% |
| 279 | ORCL | ORACLE CORP | Technology | 1,679.0 | $247K | 0.05% | +15.0 | +0.9% | $147.08 | +31.2% |
| 280 | PM | PHILIP MORRIS INTERNATIONAL INC | Consumer Defensive | 1,472.0 | $243K | 0.05% | +11.0 | +0.8% | $165.39 | +14.6% |
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%