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
451
$28.8K 0.01%
4,112
452
$28.7K 0.01%
204
453
$28K 0.01%
500
454
$27.8K 0.01%
364
455
$27.7K 0.01%
700
456
$27K 0.01%
+552
457
$27K 0.01%
+10
458
$27K 0.01%
+606
459
$26.9K 0.01%
117
+17
460
$26.8K 0.01%
823
-25,000
461
$26.6K 0.01%
400
462
$26.5K 0.01%
533
463
$26.3K 0.01%
350
464
$26K 0.01%
1,465
465
$25.8K 0.01%
176
+21
466
$25.7K 0.01%
249
467
$25.6K 0.01%
+304
468
$25.5K 0.01%
722
469
$25.5K 0.01%
800
470
$25.3K 0.01%
468
471
$25.2K 0.01%
173
472
$24.7K 0.01%
44
-8
473
$24.5K 0.01%
910
474
$24.2K 0.01%
248
475
$24.1K 0.01%
+529
17 18
19
20 21