AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$281K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,273
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.29%
2 Healthcare 6.83%
3 Financials 4.49%
4 Industrials 4.42%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VONV icon
351
Vanguard Russell 1000 Value ETF
VONV
$15.3B
$115K 0.03%
1,244
SDVY icon
352
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.6B
$114K 0.03%
2,987
-1,004
APD icon
353
Air Products & Chemicals
APD
$60.8B
$111K 0.03%
450
PRF icon
354
Invesco FTSE RAFI US 1000 ETF
PRF
$8.95B
$111K 0.03%
2,369
VIS icon
355
Vanguard Industrials ETF
VIS
$7.34B
$110K 0.02%
370
VCIT icon
356
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.5B
$109K 0.02%
1,302
+900
BIV icon
357
Vanguard Intermediate-Term Bond ETF
BIV
$28B
$106K 0.02%
1,355
-107
DOCU
358
DocuSign
DOCU
$9.36B
$105K 0.02%
1,532
MTH icon
359
Meritage Homes
MTH
$4.81B
$103K 0.02%
1,559
SCHR icon
360
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$102K 0.02%
4,071
+1
MBINM icon
361
Merchants Bancorp Series D Preferred Stock
MBINM
$102K 0.02%
+4,000
JPST icon
362
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$101K 0.02%
1,991
CMC icon
363
Commercial Metals
CMC
$7.94B
$99K 0.02%
1,430
TDIV icon
364
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.68B
$96.8K 0.02%
1,000
CSW
365
CSW Industrials
CSW
$4.57B
$96.6K 0.02%
329
QXO
366
QXO Inc
QXO
$15.6B
$96.5K 0.02%
5,000
+500
ENB icon
367
Enbridge
ENB
$119B
$96.2K 0.02%
2,011
+2
DT icon
368
Dynatrace
DT
$11B
$94.2K 0.02%
2,173
PEG icon
369
Public Service Enterprise Group
PEG
$41.9B
$93K 0.02%
1,158
-755
HCA icon
370
HCA Healthcare
HCA
$121B
$92.9K 0.02%
199
-201
GMAY icon
371
FT Vest US Equity Moderate Buffer ETF May
GMAY
$300M
$91.1K 0.02%
2,206
XLV icon
372
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$90.9K 0.02%
588
-85
GRW
373
TCW ETF Trust TCW Durable Growth ETF
GRW
$87.7M
$90.6K 0.02%
2,912
CRWD icon
374
CrowdStrike
CRWD
$98.7B
$90K 0.02%
192
-1
TFSL icon
375
TFS Financial
TFSL
$4.02B
$89.9K 0.02%
6,718