Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ARWR | Arrowhead Pharmaceuticals, Inc. | Healthcare | 500.0 | $41K | 0.01% | NEW | — | $81.51 | +8.8% |
| 22 | — | BLACKROCK TR ETF ISHARES INTL CTRY ROTATION ACTIVE | — | 1,070.0 | $39K | 0.01% | NEW | — | $36.60 | — |
| 23 | IVOO | VANGUARD S&P MID-CAP ETF 400 | — | 293.0 | $38K | 0.01% | NEW | — | $130.40 | +1.9% |
| 24 | AVDE | AMERICAN CENTY ETF TR AVANTIS INTL EQUITY | — | 422.0 | $38K | 0.01% | NEW | — | $89.20 | +5.7% |
| 25 | TOPT | ISHARES TR ETF TOP 20 US COMS | — | 946.0 | $31K | 0.01% | NEW | — | $32.92 | +2.6% |
| 26 | AVEM | AMERICAN CENTY TR ETF AVANTIS EMERGING MKTS EQUITY | — | 320.0 | $31K | 0.01% | NEW | — | $96.49 | -2.1% |
| 27 | IBMR | ISHARES TR ETF IBONDS DEC 2029 TERM MUNI BD | — | 1,123.0 | $29K | 0.01% | NEW | — | $25.39 | -0.5% |
| 28 | FLJP | FRANKLIN TEMPLETON ETF ETF TR FRANKLIN FTSE JAPAN ETF | — | 695.0 | $28K | 0.01% | NEW | — | $39.75 | +5.0% |
| 29 | RY | ROYAL BANK CANADA MONTREAL QUE | Financial Services | 133.0 | $28K | 0.01% | NEW | — | $206.97 | +4.5% |
| 30 | SOXQ | INVESCO ETF TR II INVESCO PHLX SEMICONDUCTOR ETF | — | 212.0 | $24K | 0.01% | NEW | — | $112.10 | -11.4% |
| 31 | EFG | ISHARES ETF MSCI EAFE GROWTH | — | 178.0 | $22K | 0.00% | NEW | — | $124.42 | +2.1% |
| 32 | TEL | TE CONNECTIVITY PLC | Technology | 108.0 | $22K | 0.00% | NEW | — | $201.61 | +7.8% |
| 33 | — | CARNIVAL CORP LTD SHS | — | 705.0 | $20K | 0.00% | NEW | — | $28.57 | — |
| 34 | NDAQ | NASDAQ INC | Financial Services | 250.0 | $20K | 0.00% | NEW | — | $78.82 | +22.7% |
| 35 | BOND | PIMCO ACTIVE BOND ETF EXCHANGE-TRADED FUND | — | 206.0 | $19K | 0.00% | NEW | — | $92.21 | -1.9% |
| 36 | — | AMERICA MOVIL SAB DE ADR CV SPON 1 RCPT= 20 ORD SHRS | — | 723.0 | $19K | 0.00% | NEW | — | $25.99 | — |
| 37 | DRAM | ROUNDHILL TR MEMORY ETF | — | 248.0 | $18K | 0.00% | NEW | — | $73.71 | -18.1% |
| 38 | RAAX | VANECK ETF TRUST ETF REAL ASSETS | — | 457.0 | $18K | 0.00% | NEW | — | $39.67 | +5.7% |
| 39 | VGIT | VANGUARD SCOTTSDALE ETF INTER-TERM TREAS INDEX FD | — | 292.0 | $17K | 0.00% | NEW | — | $58.98 | -1.0% |
| 40 | CLSE | TRUST FOR PRFSSNL ETF MANAGERS CONVERGENCE LONG/SHORT EQUITY | — | 480.0 | $16K | 0.00% | NEW | — | $34.14 | -0.7% |
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%