AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265K 0.06%
961
+935
227
$264K 0.06%
+460
228
$264K 0.06%
+494
229
$263K 0.06%
982
+955
230
$262K 0.06%
252
+242
231
$262K 0.06%
1,439
+151
232
$262K 0.06%
3,566
+3,457
233
$261K 0.06%
1,621
+1,600
234
$260K 0.06%
+1,695
235
$257K 0.06%
+6,130
236
$256K 0.06%
+1,150
237
$255K 0.06%
+1,655
238
$253K 0.06%
+4,485
239
$252K 0.06%
1,335
240
$250K 0.06%
+8,470
241
$248K 0.06%
6,684
+3
242
$246K 0.06%
1,075
243
$240K 0.06%
1,071
+350
244
$237K 0.06%
466
-1
245
$233K 0.06%
10,420
-1,410
246
$225K 0.05%
1,154
+14
247
$225K 0.05%
3,194
+7
248
$223K 0.05%
1,495
+70
249
$219K 0.05%
4,025
250
$218K 0.05%
6,208
8 9
10
11 12