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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 561 | ADX | ADAMS DIVERSIFIED EQUITY FUND INC | Financial Services | 1,889.0 | $41K | 0.01% | — | — | $21.89 | +12.1% |
| 562 | DHI | D R HORTON INC | Consumer Cyclical | 301.0 | $41K | 0.01% | -1K | -82.7% | $137.22 | +0.2% |
| 563 | CB | CHUBB LTD | Financial Services | 127.0 | $41K | 0.01% | +1.0 | +0.8% | $325.17 | +1.5% |
| 564 | HOOD | ROBINHOOD MARKETS INC CL A | Financial Services | 594.0 | $41K | 0.01% | +44.0 | +8.0% | $69.30 | +11.3% |
| 565 | FENI | FIDELITY COVINGTON ETF TR ENHANCED INTL | — | 1,106.0 | $41K | 0.01% | +785.0 | +244.6% | $37.20 | +5.2% |
| 566 | USRT | ISHARES CORE US REIT ETF REAL ESTATE 50 | — | 692.0 | $41K | 0.01% | — | — | $59.19 | +8.7% |
| 567 | BLK | BLACKROCK INC COM NEW | Financial Services | 42.0 | $40K | 0.01% | NEW | — | $961.19 | +7.8% |
| 568 | XEL | XCEL ENERGY INC | Utilities | 500.0 | $40K | 0.01% | — | — | $79.44 | -1.7% |
| 569 | FCPI | FIDELITY COVINGTON ETF TR STKS FOR INFLATION | — | 805.0 | $40K | 0.01% | -7.0 | -0.9% | $49.14 | +8.1% |
| 570 | XMMO | INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM | — | 265.0 | $38K | 0.01% | — | — | $145.02 | +9.7% |
| 571 | VBK | VANGUARD SMALL CAP ETF GROWTH | — | 127.0 | $38K | 0.01% | — | — | $302.25 | +9.9% |
| 572 | ATO | Atmos Energy Corporation | Utilities | 207.0 | $38K | 0.01% | -976.0 | -82.5% | $184.72 | -3.8% |
| 573 | APH | AMPHENOL CORP NEW CL A | Technology | 300.0 | $38K | 0.01% | NEW | — | $126.35 | -5.7% |
| 574 | GALT | GALECTIN THERAPEUTICS INC | Healthcare | 13,501.0 | $38K | 0.01% | +608.0 | +4.7% | $2.79 | -25.4% |
| 575 | ACWX | ISHARES MSCI ACWI ETF EX US | — | 550.0 | $38K | 0.01% | -250.0 | -31.2% | $68.47 | +7.3% |
| 576 | SPYG | STATE STREET SPDR ETF PORTFOLIO S&P 500 GROWTH | — | 383.0 | $38K | 0.01% | +322.0 | +527.9% | $97.91 | +18.9% |
| 577 | PFIX | SIMPLIFY EXCHANGE ETF TRADED FDS SIMPLIFY INT RATE HEDGE | — | 802.0 | $37K | 0.01% | — | — | $46.23 | +12.1% |
| 578 | FLOT | ISHARES TR FLTG RATE NT ETF | — | 725.0 | $37K | 0.01% | — | — | $50.95 | +0.1% |
| 579 | DSI | ISHARES TR ETF ESG MSCI KLD 400 | — | 304.0 | $37K | 0.01% | — | — | $121.19 | +15.0% |
| 580 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | 202.0 | $37K | 0.01% | -537.0 | -72.7% | $182.33 | -7.2% |
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%