Portfolio (Quarterly)
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Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | GCT | GigaCloud Technology, Inc. Class A | Technology | 2,135.0 | $97K | 0.02% | NEW | — | $45.38 | -17.8% |
| 422 | — | B Riley Financial, Inc., 6.50per, due 09/30/26 | — | 4,000.0 | $96K | 0.02% | — | — | $23.96 | — |
| 423 | OOMA | Ooma, Inc. | Communication Services | 6,580.0 | $96K | 0.02% | NEW | — | $14.55 | +33.1% |
| 424 | KLAC | KLA Corp. | Technology | 65.0 | $96K | 0.02% | -142.0 | -68.6% | $1472.42 | +19.3% |
| 425 | WWW | Wolverline World Wide, Inc. | Consumer Cyclical | 5,828.0 | $95K | 0.02% | NEW | — | $16.32 | -6.2% |
| 426 | UVE | Universal Isurance Holdings | Financial Services | 2,767.0 | $95K | 0.02% | NEW | — | $34.16 | +15.8% |
| 427 | TFSL | TFS FINL CORP | Financial Services | 6,718.0 | $94K | 0.02% | — | — | $14.05 | +9.7% |
| 428 | HCA | HCA HEALTHCARE INC | Healthcare | 199.0 | $94K | 0.02% | — | — | $473.24 | -10.7% |
| 429 | PEG | PUBLIC SVC ENTERPRISE GRP INC COM | Utilities | 1,159.0 | $94K | 0.02% | — | — | $80.92 | -5.0% |
| 430 | TDIV | FIRST TRUST VI ETF NASDAQ TECH DIVID INDEX FUND | — | 1,000.0 | $94K | 0.02% | — | — | $93.66 | +17.6% |
| 431 | IYK | ISHARES ETF U.S. CONSUMER STAPLES | — | 1,337.0 | $94K | 0.02% | — | — | $70.03 | +3.8% |
| 432 | SPEM | SPDR PORTFOLIO ETF EMERGING MARKET | — | 1,986.0 | $93K | 0.02% | +262.0 | +15.2% | $46.91 | +7.5% |
| 433 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | Technology | 270.0 | $91K | 0.02% | +2.0 | +0.8% | $338.06 | +17.1% |
| 434 | SMH | VANECK ETF TRUST SEMICONDUCTR ETF | — | 237.0 | $91K | 0.02% | -2.0 | -0.8% | $383.51 | +41.8% |
| 435 | GMAY | FT TR EXCHANGE ETF TRADED FD VIII VEST US EQTY MODERATE BUFFER | — | 2,206.0 | $91K | 0.02% | — | — | $41.06 | +3.4% |
| 436 | CMC | COMMERCIAL METALS CO | Basic Materials | 1,430.0 | $88K | 0.02% | — | — | $61.43 | +12.9% |
| 437 | VNQ | VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD | — | 978.0 | $87K | 0.02% | -794.0 | -44.8% | $88.66 | +7.5% |
| 438 | IDEV | ISHARES TR ETF CORE MSCI INTL DEVELOPED MKTS ETF | — | 1,037.0 | $87K | 0.02% | +65.0 | +6.7% | $83.56 | +5.3% |
| 439 | BIV | VANGUARD BD INDEX FDS INTERMED TERM | — | 1,114.0 | $86K | 0.02% | -241.0 | -17.8% | $77.18 | -1.9% |
| 440 | STZ | CONSTELLATION BRANDS INC CL A | Consumer Defensive | 572.0 | $86K | 0.02% | — | — | $150.00 | -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
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%