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
276
$114K 0.04%
1,209
+17
277
$113K 0.04%
5,877
278
$112K 0.04%
1,000
-300
279
$110K 0.04%
2,430
280
$108K 0.03%
400
281
$108K 0.03%
8,862
-198
282
$107K 0.03%
618
-84
283
$107K 0.03%
955
284
$105K 0.03%
550
285
$105K 0.03%
878
286
$104K 0.03%
543
+30
287
$104K 0.03%
415
288
$103K 0.03%
+4,276
289
$103K 0.03%
883
+1
290
$102K 0.03%
365
291
$101K 0.03%
492
-58
292
$99.2K 0.03%
384
293
$98.8K 0.03%
2,325
294
$98.2K 0.03%
1,304
+1
295
$96.6K 0.03%
4,000
296
$95.4K 0.03%
21,400
+4,300
297
$94K 0.03%
6,398
+129
298
$93.7K 0.03%
300
299
$93.6K 0.03%
840
-120
300
$92.4K 0.03%
1,400
10 11
12
13 14