AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
+5.36%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$242M
AUM Growth
+$32M
(+15%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
8.49%
Top 10 Holdings %
Top 10 Hldgs %
33.3%
Holding
785
New
83
Increased
181
Reduced
98
Closed
31
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$9.71M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
+$1.07M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$953K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$769K |
| 5 |
Innovator US Equity Ultra Buffer ETF February
UFEB
|
+$760K |
Top Sells
| 1 |
Constellation Brands
STZ
|
+$1.6M |
| 2 |
iShares Biotechnology ETF
IBB
|
+$788K |
| 3 |
Guardant Health
GH
|
+$675K |
| 4 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
+$648K |
| 5 |
Intuit
INTU
|
+$542K |
Sector Composition
| 1 | Technology | 8.47% |
| 2 | Healthcare | 7.93% |
| 3 | Financials | 6.09% |
| 4 | Industrials | 5.56% |
| 5 | Consumer Discretionary | 4.65% |
