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
$177M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$1.9M
3
+$1.77M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$911K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$487K
5
AAPL icon
Apple
AAPL
+$451K

Sector Composition

1 Technology 9.34%
2 Healthcare 8.56%
3 Financials 5.43%
4 Real Estate 4.87%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.77%
56,000
-10,100
27
$1.34M 0.76%
24,334
+2,681
28
$1.3M 0.74%
85,987
-2,181
29
$1.24M 0.7%
39,881
+67
30
$1.23M 0.69%
4,163
+7
31
$1.22M 0.69%
20,388
+2,762
32
$1.21M 0.68%
11,921
-8,950
33
$1.14M 0.64%
5,892
-150
34
$1.1M 0.62%
24,693
+7,200
35
$1.1M 0.62%
5,113
+380
36
$1.09M 0.62%
7,809
37
$1.09M 0.62%
15,700
+1,721
38
$1.06M 0.6%
18,094
+744
39
$977K 0.55%
7,266
+988
40
$970K 0.55%
5,054
41
$964K 0.54%
7,286
-363
42
$915K 0.52%
5,249
+358
43
$905K 0.51%
9,215
+108
44
$887K 0.5%
32,000
-3,000
45
$874K 0.49%
6,217
-1,000
46
$868K 0.49%
7,256
-141
47
$848K 0.48%
21,249
+300
48
$843K 0.48%
6,597
+207
49
$828K 0.47%
19,708
+18,800
50
$827K 0.47%
8,431
-557
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