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
351
$64.1K 0.02%
300
352
$63.9K 0.02%
1,587
353
$63.4K 0.02%
3,273
354
$62.2K 0.02%
506
355
$61.6K 0.02%
900
356
$61.3K 0.02%
163
-17
357
$60.9K 0.02%
524
358
$60.9K 0.02%
626
359
$60.6K 0.02%
1,743
360
$60.1K 0.02%
3,000
+100
361
$59.8K 0.02%
1,200
362
$59.6K 0.02%
401
363
$59.6K 0.02%
571
364
$58.5K 0.02%
203
365
$57.5K 0.02%
3,200
366
$56.8K 0.02%
225
367
$56.7K 0.02%
900
368
$56.1K 0.02%
541
+6
369
$56.1K 0.02%
852
+6
370
$55.8K 0.02%
972
+697
371
$55.2K 0.02%
253
372
$53.8K 0.02%
560
373
$53.1K 0.02%
534
374
$52.7K 0.02%
706
+6
375
$52.6K 0.02%
1,466
13 14
15
16 17