Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 841 | JCI | JOHNSON CTLS INTL PLC | Industrials | 48.0 | $6K | 0.00% | NEW | — | $118.71 | +21.5% |
| 842 | KBE | STATE STREET SPDR ETF S&P BANK | — | 94.0 | $6K | 0.00% | NEW | — | $60.53 | +12.8% |
| 843 | RFV | INVESCO TR ETF S&P MIDCAP 400 PURE VALUE | — | 44.0 | $6K | 0.00% | NEW | — | $127.80 | +15.5% |
| 844 | JMIA | JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHS | Consumer Cyclical | 450.0 | $6K | 0.00% | NEW | — | $12.49 | -52.3% |
| 845 | STE | STERIS PLC ORD SHS | Healthcare | 22.0 | $6K | 0.00% | NEW | — | $255.41 | -17.3% |
| 846 | IGF | ISHARES TR GLB INFRASTR ETF | — | 91.0 | $6K | 0.00% | NEW | — | $61.36 | +9.6% |
| 847 | PFX | PHENIXFIN CORP COM | Financial Services | 126.0 | $6K | 0.00% | NEW | — | $44.18 | +0.6% |
| 848 | RPG | INVESCO TR ETF S&P 500 EQUAL WEIGHT PURE GROWTH | — | 119.0 | $6K | 0.00% | NEW | — | $46.67 | +24.9% |
| 849 | BX | BLACKSTONE INC | Financial Services | 36.0 | $6K | 0.00% | NEW | — | $154.14 | -19.9% |
| 850 | SHYL | DBX ETF TR ETF X TRACKERS SHORT DUR HIGH YIELD BOND ETF | — | 123.0 | $6K | 0.00% | NEW | — | $44.97 | -2.3% |
| 851 | CPRT | COPART INC | Industrials | 140.0 | $5K | 0.00% | NEW | — | $39.15 | -30.9% |
| 852 | VGLT | VANGUARD SCOTTSDALE ETF FDS LONG-TERM INDEX FD | — | 98.0 | $5K | 0.00% | NEW | — | $55.80 | -4.6% |
| 853 | PUI | INVESCO EXCHANGE-TRADED FUND TRUST INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF | — | 125.0 | $5K | 0.00% | NEW | — | $43.58 | +8.6% |
| 854 | RIO | RIO TINTO PLC SPONSORED ADR | Basic Materials | 68.0 | $5K | 0.00% | NEW | — | $80.03 | +14.6% |
| 855 | EBAY | EBAY INC | Consumer Cyclical | 62.0 | $5K | 0.00% | NEW | — | $87.10 | +26.0% |
| 856 | — | FORD MOTOR CO 6.2per PFD NOTES MTY 06/01/59 CALL 06/01/24 @ 25 | — | 255.0 | $5K | 0.00% | NEW | — | $21.13 | — |
| 857 | REMX | VANECK ETF TRUST RARE EARTH AND S | — | 73.0 | $5K | 0.00% | NEW | — | $73.67 | -5.1% |
| 858 | BITB | BITWISE BITCOIN ETP ETF TR | Financial Services | 113.0 | $5K | 0.00% | NEW | — | $47.56 | -26.2% |
| 859 | QTUM | ETF SER SOLUTIONS ETF DEFIANCE QUANTUM | — | 49.0 | $5K | 0.00% | NEW | — | $109.65 | +31.1% |
| 860 | RMD | RESMED INC | Healthcare | 22.0 | $5K | 0.00% | NEW | — | $244.14 | -21.8% |
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
24.3%
Technology
17.5%
Healthcare
14.5%
Industrials
9.0%
Communication Services
7.2%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Real Estate
5.3%
Energy
5.3%
Utilities
4.2%