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
426
$37.6K 0.01%
692
427
$37.5K 0.01%
321
428
$37.4K 0.01%
265
+45
429
$37.4K 0.01%
727
+1
430
$37K 0.01%
1,000
431
$36.8K 0.01%
2,600
432
$36.8K 0.01%
851
433
$35.9K 0.01%
668
434
$35.9K 0.01%
231
435
$35.5K 0.01%
489
436
$35K 0.01%
+698
437
$34.2K 0.01%
153
438
$34.1K 0.01%
42
439
$33.5K 0.01%
1,889
440
$32.9K 0.01%
260
-557
441
$32.7K 0.01%
2,338
442
$32.7K 0.01%
500
443
$32.6K 0.01%
469
444
$32.2K 0.01%
526
445
$32.2K 0.01%
396
-27
446
$31.9K 0.01%
9
-1
447
$31.9K 0.01%
123
448
$31.9K 0.01%
474
449
$31.8K 0.01%
767
450
$31.4K 0.01%
+20
16 17
18
19 20