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
401
$45K 0.01%
758
402
$44.9K 0.01%
600
403
$44.9K 0.01%
800
404
$44.6K 0.01%
2,048
-100
405
$44.3K 0.01%
148
406
$43.2K 0.01%
412
407
$43.2K 0.01%
1,253
408
$43K 0.01%
377
+9
409
$43K 0.01%
850
410
$42.5K 0.01%
1,690
411
$42K 0.01%
1,188
412
$41.8K 0.01%
991
413
$41.7K 0.01%
89
+21
414
$41.5K 0.01%
1,104
+19
415
$41.3K 0.01%
1,096
+66
416
$40.8K 0.01%
1,537
417
$40.8K 0.01%
858
+49
418
$40.6K 0.01%
1,114
419
$40.4K 0.01%
366
420
$40K 0.01%
3,700
421
$39.9K 0.01%
228
422
$39.8K 0.01%
1,047
423
$39.3K 0.01%
2,527
-112
424
$38.7K 0.01%
800
425
$38.3K 0.01%
200
15 16
17
18 19