Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 921 | TYL | TYLER TECHNOLOGIES INC | Technology | 15.0 | $5K | 0.00% | — | — | $342.40 | +3.2% |
| 922 | M | MACY'S INC | Consumer Cyclical | 283.0 | $5K | 0.00% | NEW | — | $18.09 | +26.7% |
| 923 | USO | UNITED STS OIL FD LP ETF UNITS NEW | Financial Services | 40.0 | $5K | 0.00% | — | — | $127.25 | +6.0% |
| 924 | DGT | STATE STREET SPDR ETF GLOBAL DOW | — | 30.0 | $5K | 0.00% | — | — | $169.53 | +13.3% |
| 925 | OND | PROSHARES TR ETF ON-DEMAND | — | 152.0 | $5K | 0.00% | — | — | $33.38 | +5.3% |
| 926 | — | FORD MOTOR CO 6.2per PFD NOTES MTY 06/01/59 CALL 06/01/24 @ 25 | — | 255.0 | $5K | 0.00% | — | — | $19.87 | — |
| 927 | GDMN | WISDOMTREE TR ETF EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FD | — | 50.0 | $5K | 0.00% | NEW | — | $101.18 | +5.1% |
| 928 | DRI | DARDEN RESTAURANTS | Consumer Cyclical | 26.0 | $5K | 0.00% | — | — | $194.15 | +13.2% |
| 929 | RMD | RESMED INC | Healthcare | 22.0 | $5K | 0.00% | — | — | $228.09 | +2.5% |
| 930 | — | NEXPOINT REAL 9per PFD ESTATE FIN SER B PERP MTY PERP CALL 12/01/26 | — | 200.0 | $5K | 0.00% | — | — | $25.00 | — |
| 931 | WOMN | TIDAL TR III ETF IMPACT SHARES WOMEN'S EMPOWERMENT | — | 125.0 | $5K | 0.00% | — | — | $39.58 | +15.2% |
| 932 | DFEV | DIMENSIONAL TR ETF EMERGING MKTS VALUE | — | 138.0 | $5K | 0.00% | NEW | — | $35.81 | +17.4% |
| 933 | FSLR | FIRST SOLAR INC | Energy | 25.0 | $5K | 0.00% | — | — | $197.28 | +11.7% |
| 934 | PFX | PHENIXFIN CORP COM | Financial Services | 126.0 | $5K | 0.00% | — | — | $39.06 | +30.5% |
| 935 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 32.0 | $5K | 0.00% | — | — | $153.09 | -20.9% |
| 936 | DEHP | DIMENSIONAL TR ETF EMERGING MKTS HIGH PROFITABILITY | — | 144.0 | $5K | 0.00% | NEW | — | $33.79 | +22.0% |
| 937 | IDU | ISHARES ETF U.S. UTILITIES | — | 42.0 | $5K | 0.00% | — | — | $115.83 | -5.1% |
| 938 | ASO | ACADEMY SPORTS & OUTDOORS INC | Consumer Cyclical | 86.0 | $5K | 0.00% | NEW | — | $56.45 | -19.0% |
| 939 | — | SOUTH32 LTD ADR SPONSORED | — | 320.0 | $5K | 0.00% | — | — | $15.13 | — |
| 940 | DFEM | DIMENSIONAL TR ETF EMERGING MKTS CORE EQUITY 2 | — | 140.0 | $5K | 0.00% | NEW | — | $34.55 | +15.8% |
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
22.6%
Technology
18.5%
Healthcare
13.8%
Industrials
10.1%
Energy
7.1%
Communication Services
6.4%
Consumer Cyclical
5.5%
Consumer Defensive
5.5%
Real Estate
5.1%
Utilities
4.4%