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
276
$106K 0.04%
1,717
-1,333
277
$104K 0.04%
6,997
-4,003
278
$102K 0.04%
415
+130
279
$101K 0.04%
935
280
$99.1K 0.04%
365
281
$95.7K 0.03%
+1,434
282
$95.7K 0.03%
2,244
+1,754
283
$95.3K 0.03%
817
+557
284
$95.2K 0.03%
700
285
$93.6K 0.03%
837
-131
286
$93.6K 0.03%
2,325
-2,532
287
$92.2K 0.03%
950
288
$92.1K 0.03%
374
-118
289
$92K 0.03%
+5,578
290
$91.5K 0.03%
1,262
291
$91.5K 0.03%
716
+602
292
$90.3K 0.03%
550
293
$89.5K 0.03%
270
294
$87.8K 0.03%
3,200
295
$86.9K 0.03%
539
+299
296
$86.7K 0.03%
513
+114
297
$86.1K 0.03%
1,718
298
$85.7K 0.03%
955
+230
299
$85.4K 0.03%
2,139
+180
300
$85.3K 0.03%
355
10 11
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