AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
Honeywell
HON
+$558K

Sector Composition

1 Technology 8.9%
2 Healthcare 7.54%
3 Industrials 5.1%
4 Financials 4.7%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$177K 0.06%
7,326
-2,259
227
$174K 0.06%
+9,403
228
$174K 0.06%
2,280
+800
229
$172K 0.06%
4,450
+2,000
230
$171K 0.06%
386
-29
231
$168K 0.06%
3,352
232
$168K 0.06%
4,655
-8,331
233
$168K 0.06%
4,025
234
$167K 0.06%
7,786
235
$166K 0.06%
2,208
+663
236
$165K 0.06%
2,800
237
$161K 0.06%
1,628
-70
238
$159K 0.06%
720
+31
239
$158K 0.06%
3,273
240
$152K 0.05%
1,557
+272
241
$152K 0.05%
6,554
-345
242
$152K 0.05%
1,300
-4,350
243
$151K 0.05%
1,613
-71
244
$150K 0.05%
1,888
+88
245
$146K 0.05%
2,638
+1
246
$142K 0.05%
2,262
247
$141K 0.05%
10,400
248
$141K 0.05%
3,579
249
$137K 0.05%
9,059
+585
250
$136K 0.05%
4,100
8 9
10
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