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
OXY icon
426
Occidental Petroleum
OXY
$42.3B
$67.4K 0.02%
1,605
+1
SMH icon
427
VanEck Semiconductor ETF
SMH
$42.6B
$66.7K 0.02%
239
TRP icon
428
TC Energy
TRP
$56.8B
$64.8K 0.02%
1,328
GIS icon
429
General Mills
GIS
$23.8B
$64.6K 0.02%
1,246
SPLB icon
430
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.11B
$64.2K 0.02%
2,843
-929
TOTL icon
431
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.07B
$63.7K 0.02%
1,587
IDEV icon
432
iShares Core MSCI International Developed Markets ETF
IDEV
$25.4B
$63.6K 0.02%
836
+480
USCI icon
433
US Commodity Index
USCI
$289M
$63.5K 0.02%
867
XLG icon
434
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$62.7K 0.01%
1,203
+36
NKE icon
435
Nike
NKE
$95B
$62.1K 0.01%
875
-76
SHY icon
436
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$61.3K 0.01%
740
BOTZ icon
437
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.37B
$59.8K 0.01%
1,832
-927
TSM icon
438
TSMC
TSM
$1.78T
$59.2K 0.01%
262
+21
BKNG icon
439
Booking.com
BKNG
$167B
$57.9K 0.01%
10
PRU icon
440
Prudential Financial
PRU
$40.2B
$57.7K 0.01%
537
VSGX icon
441
Vanguard ESG International Stock ETF
VSGX
$5.87B
$57.1K 0.01%
872
SPOT icon
442
Spotify
SPOT
$104B
$56.8K 0.01%
74
ESGD icon
443
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$56.7K 0.01%
635
DEM icon
444
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.38B
$56.6K 0.01%
1,250
MMS icon
445
Maximus
MMS
$5.3B
$56.2K 0.01%
800
OCTJ icon
446
Innovator Premium Income 30 Barrier ETF October
OCTJ
$19.2M
$56.1K 0.01%
2,347
-400
ESGU icon
447
iShares ESG Aware MSCI USA ETF
ESGU
$15.8B
$55.9K 0.01%
413
AMGN icon
448
Amgen
AMGN
$177B
$55.6K 0.01%
199
+1
CRS icon
449
Carpenter Technology
CRS
$16.7B
$55.3K 0.01%
200
VYMI icon
450
Vanguard International High Dividend Yield ETF
VYMI
$15.3B
$54.2K 0.01%
676
-118
16 17
18
19 20