Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 | FTXN | FIRST TR EXCHANGE ETF TRADED FD VI NASDAQ OIL & GAS | — | 68.0 | $2K | — | NEW | — | $27.76 | +35.4% |
| 1002 | SNPS | SYNOPSYS CORP | Technology | 4.0 | $2K | — | NEW | — | $469.75 | -19.6% |
| 1003 | HSY | HERSHEY COMPANY | Consumer Defensive | 10.0 | $2K | — | NEW | — | $182.00 | -5.3% |
| 1004 | ALLY | ALLY FINANCIAL INC | Financial Services | 40.0 | $2K | — | NEW | — | $45.30 | -1.4% |
| 1005 | CVRX | CVRX INC | Healthcare | 250.0 | $2K | — | NEW | — | $7.10 | -28.3% |
| 1006 | JD | JD.COM INC SPONSORED ADR REPSTG COM CL A | Consumer Cyclical | 61.0 | $2K | — | NEW | — | $28.70 | +5.0% |
| 1007 | NSP | INSPERITY INC | Industrials | 45.0 | $2K | — | NEW | — | $38.71 | +26.0% |
| 1008 | SCZ | ISHARES MSCI EAFE ETF SMALL CAP | — | 22.0 | $2K | — | NEW | — | $77.55 | +7.1% |
| 1009 | FBTC | FIDELITY WISE ORIGIN ETF | Financial Services | 22.0 | $2K | — | NEW | — | $76.23 | -24.7% |
| 1010 | MGK | VANGUARD MEGA CAP ETF GROWTH | — | 4.0 | $2K | — | NEW | — | $412.75 | -78.9% |
| 1011 | EWU | ISHARES TR ETF MSCI UTD KINGDOM ETF NEW | — | 37.0 | $2K | — | NEW | — | $43.97 | +7.4% |
| 1012 | TOPT | ISHARES TR ETF TOP 20 US STOCKS | — | 52.0 | $2K | — | NEW | — | $31.29 | +6.6% |
| 1013 | ICAP | SERIES PORTFOLIOS TR ETF INFRACAP EQUITY INCOME FD | — | 58.0 | $2K | — | NEW | — | $27.98 | +1.5% |
| 1014 | KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | Industrials | 31.0 | $2K | — | NEW | — | $52.29 | +45.3% |
| 1015 | RBLX | ROBLOX CORP CL A | Technology | 20.0 | $2K | — | NEW | — | $81.05 | -38.8% |
| 1016 | EL | LAUDER ESTEE COS INC CL A | Consumer Defensive | 15.0 | $2K | — | NEW | — | $106.60 | -22.5% |
| 1017 | OVV | OVINTIV INC | Energy | 40.0 | $2K | — | NEW | — | $39.20 | +54.4% |
| 1018 | — | CVR PARTNERS LP COM UNIT NEW | — | 15.0 | $2K | — | NEW | — | $102.60 | — |
| 1019 | RCKY | ROCKY BRANDS INC | Consumer Cyclical | 51.0 | $1K | — | NEW | — | $29.39 | +40.2% |
| 1020 | WAB | WABTEC | Industrials | 7.0 | $1K | — | NEW | — | $213.43 | +35.9% |
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%