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
326
$70.1K 0.03%
1,119
-630
327
$69.8K 0.02%
469
+389
328
$69.5K 0.02%
937
+11
329
$69.3K 0.02%
+1,080
330
$69.2K 0.02%
2,008
331
$68.8K 0.02%
758
332
$68.4K 0.02%
2,000
333
$68.2K 0.02%
11,000
334
$67.8K 0.02%
353
335
$65.5K 0.02%
3,273
336
$65.5K 0.02%
600
337
$64.8K 0.02%
1,217
+100
338
$64.6K 0.02%
413
339
$64.6K 0.02%
1,656
-1
340
$64.4K 0.02%
1,587
341
$64.2K 0.02%
4,546
+4,444
342
$64K 0.02%
2,000
343
$63.6K 0.02%
890
344
$63.5K 0.02%
750
345
$63.5K 0.02%
239
+39
346
$62.7K 0.02%
4,500
347
$62.7K 0.02%
506
348
$62.6K 0.02%
1,140
349
$61.3K 0.02%
+1,620
350
$59.3K 0.02%
621
12 13
14
15 16