Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | DFII | FT VEST BITCOIN ETF STRATEGY & TARGET INCOME | — | 2,130.0 | $24K | 0.01% | +11.0 | +0.5% | $11.12 | +6.4% |
| 182 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 46.0 | $23K | 0.00% | +7.0 | +17.9% | $496.74 | +6.6% |
| 183 | IJK | ISHARES S&P MIDCAP ETF 400 GROWTH | — | 185.0 | $22K | 0.00% | +1.0 | +0.5% | $117.29 | -0.1% |
| 184 | MPLX | MPLX LP COM UNIT RPSTG LIMITED PARTNERSHIP | Energy | 361.0 | $20K | 0.00% | +7.0 | +2.0% | $56.35 | +5.8% |
| 185 | SCHG | SCHWAB US LARGE-CAP ETF GROWTH | — | 594.0 | $20K | 0.00% | +304.0 | +104.8% | $33.84 | +4.3% |
| 186 | EEM | ISHARES MSCI ETF EMERGING MARKETS | — | 291.0 | $20K | 0.00% | +126.0 | +76.4% | $68.41 | -4.4% |
| 187 | ALB | ALBEMARLE CORP | Basic Materials | 141.0 | $19K | 0.00% | +1.0 | +0.7% | $134.82 | -3.0% |
| 188 | IHI | ISHARES ETF U.S. MEDICAL DEVICES | — | 373.0 | $18K | 0.00% | +37.0 | +11.0% | $49.35 | +13.3% |
| 189 | NXPI | NXP SEMICONDUCTORS NV | Technology | 65.0 | $18K | 0.00% | +9.0 | +16.1% | $282.12 | -20.3% |
| 190 | UMAY | INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF MAY | — | 467.0 | $18K | 0.00% | +117.0 | +33.4% | $38.00 | +1.5% |
| 191 | GARP | ISHARES TR ETF MSCI USA QUALITY GARP ETF | — | 207.0 | $17K | 0.00% | +85.0 | +69.7% | $82.55 | +0.8% |
| 192 | EFV | ISHARES ETF MSCI EAFE VALUE | — | 222.0 | $17K | 0.00% | +21.0 | +10.4% | $76.55 | +6.2% |
| 193 | XLB | SELECT SECTOR SPDR ETF STATE STREET MATERIALS | — | 330.0 | $17K | 0.00% | +36.0 | +12.2% | $50.78 | +2.1% |
| 194 | MUB | ISHARES NATIONAL ETF MUNI BOND | — | 154.0 | $17K | 0.00% | +136.0 | +755.6% | $107.62 | -2.2% |
| 195 | QTUM | ETF SER SOLUTIONS ETF DEFIANCE QUANTUM | — | 99.0 | $16K | 0.00% | +50.0 | +102.0% | $165.38 | -8.1% |
| 196 | XLU | SELECT SECTOR SPDR ETF STATE STREET UTILITIES | — | 358.0 | $16K | 0.00% | +46.0 | +14.7% | $45.34 | -2.1% |
| 197 | TXN | TEXAS INSTRUMENTS INC | Technology | 53.0 | $16K | 0.00% | +8.0 | +17.8% | $300.60 | -10.1% |
| 198 | ESEA | EUROSEAS LTD | Industrials | 215.0 | $14K | 0.00% | +2.0 | +0.9% | $66.45 | +11.9% |
| 199 | MTUM | ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF | — | 41.0 | $14K | 0.00% | +8.0 | +24.2% | $342.83 | -9.2% |
| 200 | KXI | ISHARES ETF GLOBAL CONSUMER STAPLES | — | 200.0 | $14K | 0.00% | +2.0 | +1.0% | $67.53 | +2.0% |
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
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%