Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1041 | CHD | CHURCH & DWIGHT INC | Consumer Defensive | 25.0 | $2K | — | — | — | $93.32 | +2.5% |
| 1042 | SMFG | SUMITOMO MITSUI FINL GROUP INC SPON ADR | Financial Services | 116.0 | $2K | — | NEW | — | $19.75 | +13.0% |
| 1043 | BOX | BOX INC CLASS A | Technology | 95.0 | $2K | — | — | — | $23.64 | +10.5% |
| 1044 | SE | SEA LTD UNSPON ADR | Consumer Cyclical | 27.0 | $2K | — | — | — | $82.81 | +6.1% |
| 1045 | MGK | VANGUARD MEGA CAP ETF GROWTH | — | 6.0 | $2K | — | +2.0 | +50.0% | $367.50 | -76.1% |
| 1046 | DFAT | DIMENSIONAL TR US ETF TARGET VALUE | — | 35.0 | $2K | — | — | — | $62.46 | +4.1% |
| 1047 | ARKX | ARK SPACE & DEFENSE ETF INNOVATION | — | 74.0 | $2K | — | — | — | $29.35 | +14.6% |
| 1048 | XRT | STATE STREET SPDR ETF S&P RETAIL | — | 27.0 | $2K | — | — | — | $79.89 | -1.3% |
| 1049 | DEA | EASTERLY GOVT PPTYS INC NEW | Real Estate | 100.0 | $2K | — | — | — | $21.43 | +9.4% |
| 1050 | SPGI | S&P GLOBAL INC | Financial Services | 5.0 | $2K | — | -13.0 | -72.2% | $425.40 | -2.2% |
| 1051 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 454.0 | $2K | — | — | — | $4.63 | +9.4% |
| 1052 | TQQQ | PROSHARES TR ETF ULTRAPRO QQQ NON-TRADITIONAL ETP 3X | — | 50.0 | $2K | — | — | — | $41.86 | +76.1% |
| 1053 | HSY | HERSHEY COMPANY | Consumer Defensive | 10.0 | $2K | — | — | — | $207.90 | -8.3% |
| 1054 | JOBY | JOBY AVIATION INC | Industrials | 250.0 | $2K | — | +50.0 | +25.0% | $8.26 | +21.4% |
| 1055 | AGZ | ISHARES ETF AGENCY BOND | — | 19.0 | $2K | — | — | — | $108.11 | +0.3% |
| 1056 | FBT | FIRST TRUST ETF NYSE ARCA BIOTEC | — | 10.0 | $2K | — | — | — | $202.20 | +0.9% |
| 1057 | SU | SUNCOR ENERGY INC NEW | Energy | 30.0 | $2K | — | — | — | $67.07 | +3.4% |
| 1058 | RCKY | ROCKY BRANDS INC | Consumer Cyclical | 51.0 | $2K | — | — | — | $38.94 | -10.3% |
| 1059 | SFLR | INNOVATOR TR ETF EQUITY MANAGED FLOOR | — | 54.0 | $2K | — | NEW | — | $35.41 | +6.4% |
| 1060 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 18.0 | $2K | — | — | — | $106.17 | -0.3% |
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%