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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.67M
3
+$3.66M
4
UNH icon
UnitedHealth
UNH
+$669K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$563K

Top Sells

1
+$11.6M
2
+$4.48M
3
+$4.19M
4
WMT icon
Walmart
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USIG icon
401
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$83K 0.02%
1,590
-51
ISCG icon
402
iShares Morningstar Small-Cap Growth ETF
ISCG
$794M
$82.3K 0.02%
1,516
IVW icon
403
iShares S&P 500 Growth ETF
IVW
$66.4B
$82.3K 0.02%
682
+1
CMC icon
404
Commercial Metals
CMC
$7.12B
$81.9K 0.02%
1,430
EMR icon
405
Emerson Electric
EMR
$74.1B
$81.4K 0.02%
620
SPEM icon
406
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$80.9K 0.02%
1,729
+6
RILYN icon
407
B. Riley Financial 6.50% Senior Notes due 2026
RILYN
$80.8K 0.02%
4,000
KJAN icon
408
Innovator US Small Cap Power Buffer ETF January
KJAN
$277M
$80.7K 0.02%
2,000
CSW
409
CSW Industrials
CSW
$4.56B
$79.9K 0.02%
329
+29
FBTC icon
410
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.3B
$78.8K 0.02%
790
-3,007
IXN icon
411
iShares Global Tech ETF
IXN
$6.36B
$78.5K 0.02%
761
BROS icon
412
Dutch Bros
BROS
$7.54B
$78.5K 0.02%
1,500
-105
SMH icon
413
VanEck Semiconductor ETF
SMH
$35.5B
$78K 0.02%
239
IWP icon
414
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$77.9K 0.02%
547
-24
EQIN
415
Columbia U.S. Equity Income ETF
EQIN
$244M
$77.9K 0.02%
1,668
+5
BLV icon
416
Vanguard Long-Term Bond ETF
BLV
$5.8B
$77.6K 0.02%
1,095
-196
HOOD icon
417
Robinhood
HOOD
$111B
$77.2K 0.02%
539
+60
MELI icon
418
Mercado Libre
MELI
$105B
$77.1K 0.02%
33
+3
PSA icon
419
Public Storage
PSA
$47.6B
$77.1K 0.02%
267
-660
STZ icon
420
Constellation Brands
STZ
$24B
$77K 0.02%
572
-15
TSM icon
421
TSMC
TSM
$1.49T
$75.6K 0.02%
271
+9
CGGR icon
422
Capital Group Growth ETF
CGGR
$18.2B
$75.3K 0.02%
1,715
+395
PSEP icon
423
Innovator US Equity Power Buffer ETF September
PSEP
$933M
$74.9K 0.02%
1,743
NULG icon
424
Nuveen ESG Large-Cap Growth ETF
NULG
$1.91B
$73.7K 0.02%
741
+271
FLOT icon
425
iShares Floating Rate Bond ETF
FLOT
$8.95B
$73.6K 0.02%
1,441
15 16
17
18 19