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
301
$84.4K 0.03%
960
302
$84.1K 0.03%
1,514
303
$83.8K 0.03%
3,959
304
$83.1K 0.03%
4,042
305
$82.5K 0.03%
4,099
306
$82.1K 0.03%
17,000
307
$80.8K 0.03%
780
+22
308
$79.3K 0.03%
548
+33
309
$78.6K 0.03%
400
310
$78.6K 0.03%
372
+148
311
$77K 0.03%
6,124
+6,022
312
$77K 0.03%
300
313
$76.5K 0.03%
1,200
314
$76K 0.03%
370
315
$75.7K 0.03%
1,400
316
$75.3K 0.03%
900
317
$74.9K 0.03%
384
318
$73.2K 0.03%
848
319
$72.8K 0.03%
525
320
$72.4K 0.03%
500
321
$71.4K 0.03%
550
322
$71.1K 0.03%
2,500
-100
323
$70.5K 0.03%
165
+78
324
$70.4K 0.03%
532
-3,300
325
$70.1K 0.03%
1,761
-3,863
11 12
13
14 15