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
251
$218K 0.05%
5,597
+10
252
$218K 0.05%
2,813
+26
253
$214K 0.05%
8,063
+929
254
$212K 0.05%
7,711
255
$212K 0.05%
6,917
+2
256
$208K 0.05%
1,893
257
$208K 0.05%
2,157
258
$207K 0.05%
11,150
259
$205K 0.05%
3,048
-39
260
$203K 0.05%
6,156
+241
261
$201K 0.05%
5,196
+3,012
262
$199K 0.05%
3,600
+200
263
$197K 0.05%
4,072
264
$197K 0.05%
5,042
-480
265
$197K 0.05%
6,280
-48
266
$195K 0.05%
1,798
267
$193K 0.05%
2,103
+2
268
$192K 0.05%
785
+245
269
$192K 0.05%
1,606
-3,469
270
$190K 0.05%
3,250
+200
271
$189K 0.05%
4,041
272
$187K 0.04%
1,760
+100
273
$187K 0.04%
16,923
274
$186K 0.04%
4,003
+92
275
$185K 0.04%
1,743
+100
9 10
11
12 13