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
251
$135K 0.05%
6,845
252
$134K 0.05%
2,010
+107
253
$133K 0.05%
1,765
+697
254
$132K 0.05%
1,227
-55
255
$131K 0.05%
4,000
256
$128K 0.05%
5,198
+58
257
$126K 0.05%
3,271
-40,586
258
$126K 0.04%
1,019
259
$125K 0.04%
2,322
-1,668
260
$123K 0.04%
2,394
+118
261
$123K 0.04%
+256
262
$122K 0.04%
1,287
+5
263
$122K 0.04%
36,169
+35,916
264
$121K 0.04%
400
265
$118K 0.04%
4,025
266
$118K 0.04%
1,609
267
$115K 0.04%
1,177
+15
268
$114K 0.04%
1,780
-368
269
$114K 0.04%
141
270
$112K 0.04%
5,877
271
$112K 0.04%
1,665
272
$111K 0.04%
1,788
+618
273
$111K 0.04%
+1,100
274
$109K 0.04%
650
275
$107K 0.04%
2,430
9 10
11
12 13