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
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$112K 0.03%
701
-300
352
$111K 0.03%
1,730
+1
353
$110K 0.03%
1,605
+105
354
$109K 0.03%
2,233
355
$109K 0.03%
4,364
+1
356
$107K 0.03%
850
357
$107K 0.03%
1,981
+1
358
$107K 0.03%
978
359
$106K 0.03%
1,094
+1
360
$106K 0.03%
1,243
+1
361
$105K 0.03%
+1,329
362
$104K 0.02%
575
363
$104K 0.02%
417
364
$104K 0.02%
370
365
$103K 0.02%
399
366
$102K 0.02%
2,912
367
$100K 0.02%
+2,369
368
$99.2K 0.02%
4,000
369
$97.4K 0.02%
1,250
370
$96.4K 0.02%
1,368
+4
371
$95.5K 0.02%
587
+150
372
$95K 0.02%
775
373
$94.9K 0.02%
3,135
+200
374
$93.8K 0.02%
1,400
375
$93.4K 0.02%
852
+35
13 14
15
16 17