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AIC
Archer Investment Corporation Portfolio holdings
AUM
$508M
1-Year Est. Return
24.82%
This Fund
S&P 500
This Quarter
Est. Return
-11.34%
1 Year Est. Return
+24.82%
3 Year Est. Return
+66.29%
5 Year Est. Return
+77.4%
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
108.16%
Top 10 Holdings %
Top 10 Hldgs %
27.88%
Holding
491
New
490
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$8.61M |
| 2 |
Invesco BuyBack Achievers ETF
PKW
|
+$7.66M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$3.14M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$2.88M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 8.78% |
| 2 | Technology | 8.48% |
| 3 | Financials | 8.29% |
| 4 | Industrials | 6.31% |
| 5 | Energy | 6.28% |
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PWMG
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NB
PDIP
Archer Investment Corporation's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Archer Investment Corporation, which disclosed 491 positions worth $114M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Invesco S&P 500 Equal Weight ETF: 86,868 shares worth $7.94M.
By sector, the portfolio is most concentrated in Healthcare at 8.8% of assets, followed by Technology and Financials.
- Archer Investment Corporation's largest Q4 2018 buy was Invesco S&P 500 Equal Weight ETF: 86,868 shares worth $7.94M.
- Archer Investment Corporation's ten largest holdings make up 28% of its $114M portfolio in Q4 2018.
- Archer Investment Corporation disclosed 491 positions in Q4 2018, its first 13F filing on record.
Based on Archer Investment Corporation's 13F filing for Q4 2018, filed 6 Apr 2020.