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
376
$52.5K 0.02%
3,000
377
$51.9K 0.02%
1,328
378
$51.8K 0.02%
588
379
$51.2K 0.02%
377
+1
380
$51.1K 0.02%
661
+530
381
$50.9K 0.02%
1,250
382
$50.7K 0.02%
362
383
$50.4K 0.02%
229
384
$50.3K 0.02%
229
385
$49.7K 0.02%
755
386
$48.8K 0.02%
867
387
$48.6K 0.02%
1,537
+986
388
$48.3K 0.02%
189
+13
389
$48K 0.02%
1,092
+582
390
$48K 0.02%
635
391
$47.3K 0.02%
1,779
392
$46.9K 0.02%
2,016
393
$46.5K 0.02%
1,285
394
$46.5K 0.02%
699
395
$46.4K 0.02%
784
396
$46.4K 0.02%
326
+41
397
$46.3K 0.01%
105
398
$46.1K 0.01%
1,000
399
$45.2K 0.01%
1,779
-6,219
400
$45.1K 0.01%
236
14 15
16
17 18