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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$4.48M
3 +$4.19M
4
WMT icon
Walmart
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NKE icon
451
Nike
NKE
$96.7B
$61K 0.01%
875
PSKY
452
Paramount Skydance Corp
PSKY
$17.3B
$60.7K 0.01%
+3,210
VSGX icon
453
Vanguard ESG International Stock ETF
VSGX
$5.35B
$60.5K 0.01%
872
CTBB icon
454
Qwest Corp 6.5% Notes due 2056
CTBB
$738M
$60.3K 0.01%
3,000
ESGU icon
455
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$60.1K 0.01%
413
GEV icon
456
GE Vernova
GEV
$157B
$59.9K 0.01%
97
+52
ONEQ icon
457
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.3B
$59.7K 0.01%
670
SPOT icon
458
Spotify
SPOT
$119B
$59.3K 0.01%
85
+11
IWO icon
459
iShares Russell 2000 Growth ETF
IWO
$12.9B
$58.9K 0.01%
184
GFEB icon
460
FT Vest US Equity Moderate Buffer ETF February
GFEB
$302M
$58K 0.01%
1,429
-3,613
JMUB icon
461
JPMorgan Municipal ETF
JMUB
$6.24B
$57.7K 0.01%
+1,143
DEM icon
462
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.28B
$57.5K 0.01%
1,250
VYMI icon
463
Vanguard International High Dividend Yield ETF
VYMI
$13.4B
$57.2K 0.01%
676
AMGN icon
464
Amgen
AMGN
$182B
$56.5K 0.01%
200
+1
NBIS
465
Nebius Group N.V.
NBIS
$25.2B
$56.1K 0.01%
500
-31
VO icon
466
Vanguard Mid-Cap ETF
VO
$88.7B
$56K 0.01%
191
+1
FITB icon
467
Fifth Third Bancorp
FITB
$28.9B
$55.8K 0.01%
1,253
IBB icon
468
iShares Biotechnology ETF
IBB
$8.65B
$54.6K 0.01%
378
ITA icon
469
iShares US Aerospace & Defense ETF
ITA
$11.7B
$54.4K 0.01%
260
ISTB icon
470
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.67B
$54.2K 0.01%
1,110
BKNG icon
471
Booking.com
BKNG
$158B
$54K 0.01%
10
LHX icon
472
L3Harris
LHX
$50.9B
$53.4K 0.01%
175
VIGI icon
473
Vanguard International Dividend Appreciation ETF
VIGI
$8.9B
$51.8K 0.01%
578
+228
XLI icon
474
State Street Industrial Select Sector SPDR ETF
XLI
$23.9B
$51.2K 0.01%
332
+1
OEF icon
475
iShares S&P 100 ETF
OEF
$28.8B
$50.9K 0.01%
153