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
351
$58.9K 0.02%
900
352
$58.7K 0.02%
1,000
353
$58.1K 0.02%
900
354
$57.6K 0.02%
524
355
$56.9K 0.02%
560
356
$56.9K 0.02%
1,020
357
$56.6K 0.02%
626
358
$56.5K 0.02%
426
+71
359
$55.8K 0.02%
300
360
$55.2K 0.02%
571
+30
361
$54.9K 0.02%
588
362
$54.7K 0.02%
1,189
+1,020
363
$54.6K 0.02%
225
-4
364
$54.5K 0.02%
2,900
365
$54.1K 0.02%
401
366
$54K 0.02%
666
-516
367
$53.7K 0.02%
1,328
368
$53.1K 0.02%
754
+274
369
$51.3K 0.02%
253
+114
370
$51.2K 0.02%
+2,784
371
$51K 0.02%
1,333
372
$51K 0.02%
700
373
$50.9K 0.02%
965
374
$50.8K 0.02%
1,466
375
$50.6K 0.02%
229
13 14
15
16 17