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
426
$33.8K 0.01%
489
+120
427
$33.6K 0.01%
755
428
$33.4K 0.01%
423
+127
429
$32.9K 0.01%
366
430
$32.8K 0.01%
+1,253
431
$32.7K 0.01%
971
+95
432
$32.5K 0.01%
231
433
$32.3K 0.01%
979
+379
434
$32.2K 0.01%
+2,338
435
$31.8K 0.01%
+1,889
436
$31.7K 0.01%
153
437
$31.3K 0.01%
+5,786
438
$31.1K 0.01%
500
439
$31K 0.01%
500
440
$31K 0.01%
+767
441
$31K 0.01%
68
+52
442
$30.9K 0.01%
178
-22
443
$30K 0.01%
+154
444
$29.9K 0.01%
526
445
$29.4K 0.01%
321
+37
446
$29.3K 0.01%
2,600
447
$29.2K 0.01%
+469
448
$29K 0.01%
+42
449
$28.9K 0.01%
123
-89
450
$28.9K 0.01%
1,097
16 17
18
19 20