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
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.74M
3
+$951K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$804K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$669K

Top Sells

1
+$1.52M
2
+$532K
3
+$513K
4
MDT icon
Medtronic
MDT
+$432K
5
PSX icon
Phillips 66
PSX
+$414K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTC icon
401
Vanguard Total Corporate Bond ETF
VTC
$1.25B
$82.4K 0.02%
1,065
URTH icon
402
iShares MSCI World ETF
URTH
$5.98B
$82K 0.02%
484
+316
SPGP icon
403
Invesco S&P 500 GARP ETF
SPGP
$2.64B
$81.6K 0.02%
758
IWP icon
404
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$79.2K 0.02%
571
-22
ALL icon
405
Allstate
ALL
$53B
$78.7K 0.02%
391
+1
MELI icon
406
Mercado Libre
MELI
$107B
$78.4K 0.02%
30
INSP icon
407
Inspire Medical Systems
INSP
$2.39B
$77.9K 0.02%
600
ISCG icon
408
iShares Morningstar Small-Cap Growth ETF
ISCG
$760M
$75.4K 0.02%
1,516
IVW icon
409
iShares S&P 500 Growth ETF
IVW
$67.6B
$75K 0.02%
681
KJAN icon
410
Innovator US Small Cap Power Buffer ETF January
KJAN
$287M
$75K 0.02%
2,000
EQIN
411
Columbia U.S. Equity Income ETF
EQIN
$246M
$74.9K 0.02%
1,663
+5
SPGI icon
412
S&P Global
SPGI
$149B
$74.3K 0.02%
141
SPEM icon
413
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$73.6K 0.02%
1,723
FLOT icon
414
iShares Floating Rate Bond ETF
FLOT
$8.97B
$73.5K 0.02%
1,441
-368
DIVS icon
415
SmartETFs Dividend Builder ETF
DIVS
$40.1M
$71.5K 0.02%
2,322
AMZA icon
416
InfraCap MLP ETF
AMZA
$384M
$71.3K 0.02%
1,645
+25
PSEP icon
417
Innovator US Equity Power Buffer ETF September
PSEP
$994M
$71.3K 0.02%
1,743
IXN icon
418
iShares Global Tech ETF
IXN
$6.54B
$70.3K 0.02%
761
+1
ULTA icon
419
Ulta Beauty
ULTA
$23.3B
$70.2K 0.02%
150
-50
CMC icon
420
Commercial Metals
CMC
$6.61B
$69.9K 0.02%
1,430
+30
IWS icon
421
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
$69.2K 0.02%
524
IVOV icon
422
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
$68.9K 0.02%
722
FFEB icon
423
FT Vest US Equity Buffer ETF February
FFEB
$1.13B
$68.4K 0.02%
1,306
MMM icon
424
3M
MMM
$88B
$68K 0.02%
447
+1
SHW icon
425
Sherwin-Williams
SHW
$83.6B
$67.4K 0.02%
196
15 16
17
18 19