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
$310M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.78M
3
+$4.49M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.97M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.96M

Top Sells

1
+$6.78M
2
+$4.35M
3
+$3.84M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.44M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.18M

Sector Composition

1 Technology 8.34%
2 Healthcare 7.32%
3 Financials 4.59%
4 Industrials 4.56%
5 Real Estate 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$181K 0.06%
4,655
227
$179K 0.06%
2,070
228
$178K 0.06%
766
229
$177K 0.06%
2,967
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230
$174K 0.06%
3,399
+1
231
$172K 0.06%
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-75
232
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1,941
+1
233
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234
$169K 0.05%
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235
$167K 0.05%
1,547
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236
$165K 0.05%
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237
$163K 0.05%
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238
$162K 0.05%
3,500
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239
$158K 0.05%
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240
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1,924
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241
$156K 0.05%
6,554
242
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243
$147K 0.05%
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244
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4,000
245
$146K 0.05%
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246
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4,450
247
$144K 0.05%
+6,000
248
$144K 0.05%
4,100
249
$142K 0.05%
2,262
250
$142K 0.05%
1,399
-214
8 9
10
11 12