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
376
$50.2K 0.02%
+1,078
377
$50K 0.02%
668
+604
378
$50K 0.02%
530
379
$48.7K 0.02%
511
+32
380
$47.7K 0.02%
+376
381
$47.1K 0.02%
229
-147
382
$46.5K 0.02%
867
383
$46.3K 0.02%
+635
384
$45.9K 0.02%
236
+26
385
$45.8K 0.02%
2,016
+639
386
$45.6K 0.02%
1,285
387
$45.3K 0.02%
1,390
388
$45.3K 0.02%
1,000
389
$45.1K 0.02%
203
+146
390
$44.9K 0.02%
2,148
391
$44.5K 0.02%
1,779
392
$44.5K 0.02%
758
-165
393
$44.3K 0.02%
3,700
394
$44.3K 0.02%
502
+127
395
$43.7K 0.02%
401
+41
396
$42.4K 0.02%
784
397
$42.3K 0.02%
500
398
$42K 0.02%
1,537
399
$41.8K 0.01%
+662
400
$41.8K 0.01%
800
14 15
16
17 18