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
401
$41.7K 0.01%
1,690
-215
402
$41.5K 0.01%
148
+135
403
$41.1K 0.01%
991
404
$40.4K 0.01%
118
+50
405
$40.2K 0.01%
+412
406
$39.4K 0.01%
1,188
407
$38.4K 0.01%
+313
408
$38K 0.01%
200
409
$38K 0.01%
+1,114
410
$37.9K 0.01%
312
-188
411
$37.7K 0.01%
1,047
412
$37.7K 0.01%
809
+99
413
$37.7K 0.01%
3,000
414
$37.6K 0.01%
285
-535
415
$37.3K 0.01%
+93
416
$36.2K 0.01%
+851
417
$36.1K 0.01%
1,000
418
$36K 0.01%
1,030
419
$35.6K 0.01%
692
420
$35.3K 0.01%
1,000
421
$34.9K 0.01%
850
422
$34.7K 0.01%
228
423
$34.1K 0.01%
668
-1,660
424
$33.9K 0.01%
2,705
+168
425
$33.9K 0.01%
474
+274
15 16
17
18 19