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
326
$76.2K 0.02%
1,014
-162
327
$75.1K 0.02%
1,761
328
$74.4K 0.02%
5,577
-1
329
$74.3K 0.02%
758
330
$73.7K 0.02%
2,008
331
$73.6K 0.02%
848
332
$72.5K 0.02%
890
333
$71.2K 0.02%
540
334
$69.9K 0.02%
413
335
$69.7K 0.02%
621
336
$69.4K 0.02%
965
337
$69.4K 0.02%
521
+10
338
$69.3K 0.02%
750
339
$68.9K 0.02%
1,656
340
$68.9K 0.02%
+4,000
341
$68.6K 0.02%
2,000
342
$68.4K 0.02%
1,119
343
$68.4K 0.02%
353
344
$68.4K 0.02%
900
345
$68.1K 0.02%
2,310
-7,027
346
$66.7K 0.02%
1,217
-8,050
347
$65.9K 0.02%
11,000
348
$65.8K 0.02%
1,620
349
$65.7K 0.02%
2,075
-200
350
$64.1K 0.02%
1,000
12 13
14
15 16