Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | FENI | FIDELITY COVINGTON ETF TR ENHANCED INTL | — | 4,832.0 | $194K | 0.04% | +4K | +336.9% | $40.13 | +4.5% |
| 102 | DIA | STATE STREET SPDR ETF DOW JONES INDUSTRIAL AVERAGE TRUST | Financial Services | 353.0 | $185K | 0.04% | +19.0 | +5.7% | $522.90 | +2.2% |
| 103 | IJS | ISHARES ETF S&P SMALL CAP 600 VALUE | — | 1,345.0 | $184K | 0.04% | +62.0 | +4.8% | $136.69 | +2.3% |
| 104 | CRWD | CROWDSTRIKE HLDGS INC CL A | Technology | 236.0 | $180K | 0.04% | +44.0 | +22.9% | $190.78 | +12.1% |
| 105 | SMH | VANECK VECTORS TR ETF SEMICONDUCTOR ETF | — | 262.0 | $172K | 0.03% | +25.0 | +10.6% | $656.05 | -9.4% |
| 106 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 16,999.0 | $160K | 0.03% | +4K | +30.8% | $9.39 | +31.1% |
| 107 | FNDF | SCHWAB STRATEGIC TR ETF FUNDAMENTAL INTRNTNL EQUITY | — | 2,988.0 | $158K | 0.03% | +17.0 | +0.6% | $52.75 | +5.6% |
| 108 | KLAC | KLA Corp. | Technology | 500.0 | $151K | 0.03% | +435.0 | +669.2% | $301.71 | -31.8% |
| 109 | IEMG | ISHARES INC ETF CORE MSCI EMERGING MKTS | — | 1,766.0 | $146K | 0.03% | +1K | +284.8% | $82.84 | -1.1% |
| 110 | FBND | FIDELITY MERRIMACK ETF STR TR TOTAL BD ETF | — | 3,163.0 | $144K | 0.03% | +947.0 | +42.7% | $45.50 | -1.4% |
| 111 | XLE | SELECT SECTOR SPDR ETF STATE STREET ENERGY SPDR | — | 2,651.0 | $141K | 0.03% | +2K | +138.2% | $53.11 | +17.8% |
| 112 | VGSH | VANGUARD SHORT-TERM ETF TREASURY INDEX | — | 2,388.0 | $139K | 0.03% | +2K | +186.0% | $58.19 | -0.1% |
| 113 | SPTM | STATE STREET SPDR ETF PORTFOLIO S&P 1500 COMPOSITE COM MARKET | — | 1,525.0 | $138K | 0.03% | +675.0 | +79.4% | $90.79 | +3.4% |
| 114 | APD | AIR PRODUCTS & CHEMICALS INC | Basic Materials | 467.0 | $137K | 0.03% | +17.0 | +3.8% | $293.18 | +2.6% |
| 115 | MLI | MUELLER INDUSTRIES INC | Industrials | 1,100.0 | $135K | 0.03% | +200.0 | +22.2% | $122.93 | -45.8% |
| 116 | VCIT | VANGUARD INTERMEDIATEETF TERM CORP BOND | — | 1,570.0 | $130K | 0.03% | +150.0 | +10.6% | $82.63 | -1.9% |
| 117 | CCJ | CAMECO CORP | Energy | 1,189.0 | $121K | 0.02% | +1K | +529.1% | $101.86 | -3.2% |
| 118 | EMR | EMERSON ELECTRIC CO | Industrials | 798.0 | $114K | 0.02% | +248.0 | +45.1% | $143.15 | +13.2% |
| 119 | MMM | 3M CO | Industrials | 702.0 | $114K | 0.02% | +252.0 | +56.0% | $162.02 | +11.2% |
| 120 | VNQ | VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD | — | 1,175.0 | $113K | 0.02% | +197.0 | +20.1% | $96.43 | +1.6% |
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%