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
251
$141K 0.05%
+6,000
252
$139K 0.04%
1,019
253
$139K 0.04%
1,791
-3,138
254
$139K 0.04%
119
-22
255
$137K 0.04%
1,329
-20
256
$136K 0.04%
1,268
+116
257
$133K 0.04%
1,343
-211
258
$130K 0.04%
256
259
$129K 0.04%
5,198
260
$127K 0.04%
+3,926
261
$126K 0.04%
2,502
-273
262
$124K 0.04%
399
263
$123K 0.04%
507
264
$122K 0.04%
1,788
265
$121K 0.04%
1,780
266
$121K 0.04%
8,000
267
$120K 0.04%
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268
$120K 0.04%
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269
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271
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721
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272
$117K 0.04%
445
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273
$117K 0.04%
700
274
$116K 0.04%
2,860
275
$116K 0.04%
1,390
9 10
11
12 13