AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Return 14.14%
This Quarter Return
+7.76%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
AUM
$333M
AUM Growth
+$22.4M
Cap. Flow
+$2.62M
Cap. Flow %
0.79%
Top 10 Hldgs %
29.43%
Holding
1,148
New
60
Increased
193
Reduced
185
Closed
78
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SHY icon
376
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$62.5K 0.02%
764
-1,160
-60% -$94.9K
IWO icon
377
iShares Russell 2000 Growth ETF
IWO
$12.5B
$60.9K 0.02%
225
IWR icon
378
iShares Russell Mid-Cap ETF
IWR
$44.5B
$59K 0.02%
702
-836
-54% -$70.3K
TGT icon
379
Target
TGT
$41.3B
$57.9K 0.02%
326
GJUL icon
380
FT Vest US Equity Moderate Buffer ETF July
GJUL
$608M
$57.7K 0.02%
1,705
-11,974
-88% -$406K
AMGN icon
381
Amgen
AMGN
$150B
$57.7K 0.02%
203
SHEL icon
382
Shell
SHEL
$211B
$57.6K 0.02%
859
+7
+0.8% +$469
NULV icon
383
Nuveen ESG Large-Cap Value ETF
NULV
$1.78B
$57K 0.02%
1,466
MRNA icon
384
Moderna
MRNA
$9.46B
$56.9K 0.02%
534
PANW icon
385
Palo Alto Networks
PANW
$132B
$54.6K 0.02%
384
+270
+237% +$38.4K
VOT icon
386
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$54K 0.02%
229
CI icon
387
Cigna
CI
$80.7B
$53.8K 0.02%
148
TRP icon
388
TC Energy
TRP
$54B
$53.4K 0.02%
1,328
USCI icon
389
US Commodity Index
USCI
$263M
$52.8K 0.02%
867
DEM icon
390
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.17B
$52.3K 0.02%
1,250
ARCC icon
391
Ares Capital
ARCC
$15.8B
$52.1K 0.02%
2,500
-500
-17% -$10.4K
IBB icon
392
iShares Biotechnology ETF
IBB
$5.64B
$51.8K 0.02%
377
SMH icon
393
VanEck Semiconductor ETF
SMH
$28.4B
$51.3K 0.02%
228
ISCG icon
394
iShares Morningstar Small-Cap Growth ETF
ISCG
$728M
$50.9K 0.02%
1,092
ESGD icon
395
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
$50.7K 0.02%
635
ONEQ icon
396
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.67B
$50.5K 0.02%
784
BUFR icon
397
FT Vest Fund of Buffer ETFs
BUFR
$7.37B
$49.7K 0.02%
1,779
VDC icon
398
Vanguard Consumer Staples ETF
VDC
$7.56B
$48.2K 0.01%
236
VYMI icon
399
Vanguard International High Dividend Yield ETF
VYMI
$11.9B
$48.1K 0.01%
699
SCHD icon
400
Schwab US Dividend Equity ETF
SCHD
$71.6B
$47.9K 0.01%
1,782
+3
+0.2% +$81