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
301
$91.6K 0.03%
1,434
302
$91.1K 0.03%
562
+13
303
$90.5K 0.03%
2,710
-202,848
304
$88.8K 0.03%
270
305
$88.4K 0.03%
1,642
306
$88.1K 0.03%
1,718
307
$86.3K 0.03%
500
308
$86.3K 0.03%
633
+1
309
$85.9K 0.03%
650
310
$85.3K 0.03%
400
311
$84.9K 0.03%
525
312
$84.9K 0.03%
1,080
313
$84.7K 0.03%
532
314
$84.4K 0.03%
4,042
315
$84.1K 0.03%
2,251
+1
316
$83.8K 0.03%
4,099
317
$81.6K 0.03%
370
318
$79.9K 0.03%
355
319
$79.6K 0.03%
1,296
-714
320
$79.3K 0.03%
2,050
-100
321
$78.1K 0.03%
1,085
+1
322
$76.8K 0.02%
+1,529
323
$76.5K 0.02%
1,026
-796
324
$76.4K 0.02%
165
325
$76.3K 0.02%
1,020
11 12
13
14 15