AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

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
426
$67.4K 0.02%
1,605
+1
427
$66.7K 0.02%
239
428
$64.8K 0.02%
1,328
429
$64.6K 0.02%
1,246
430
$64.2K 0.02%
2,843
-929
431
$63.7K 0.02%
1,587
432
$63.6K 0.02%
836
+480
433
$63.5K 0.02%
867
434
$62.7K 0.01%
1,203
+36
435
$62.1K 0.01%
875
-76
436
$61.3K 0.01%
740
437
$59.8K 0.01%
1,832
-927
438
$59.2K 0.01%
262
+21
439
$57.9K 0.01%
10
440
$57.7K 0.01%
537
441
$57.1K 0.01%
872
442
$56.8K 0.01%
74
443
$56.7K 0.01%
635
444
$56.6K 0.01%
1,250
445
$56.2K 0.01%
800
446
$56.1K 0.01%
2,347
-400
447
$55.9K 0.01%
413
448
$55.6K 0.01%
199
+1
449
$55.3K 0.01%
200
450
$54.2K 0.01%
676
-118
16 17
18
19 20