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
26
$2.34M 0.83%
64,474
+10,784
27
$2.19M 0.78%
20,419
-1,960
28
$2.16M 0.77%
11,000
29
$2.11M 0.75%
64,521
-120
30
$2.1M 0.75%
112,985
+16,889
31
$2.04M 0.73%
23,490
-1,690
32
$1.88M 0.67%
19,989
-48
33
$1.85M 0.66%
5,958
+140
34
$1.82M 0.65%
9,807
-1,045
35
$1.82M 0.65%
3,870
+82
36
$1.78M 0.63%
48,513
+4,083
37
$1.71M 0.61%
7,769
+557
38
$1.68M 0.6%
10,692
-948
39
$1.67M 0.6%
32,958
-2,206
40
$1.67M 0.6%
12,833
+533
41
$1.61M 0.57%
16,448
+2
42
$1.56M 0.56%
36,920
-4,620
43
$1.54M 0.55%
59,095
+2,528
44
$1.48M 0.53%
5,375
+2
45
$1.44M 0.51%
3,666
+257
46
$1.42M 0.51%
4,174
-452
47
$1.42M 0.51%
27,111
+2,010
48
$1.41M 0.5%
3,470
+378
49
$1.41M 0.5%
46,901
-628
50
$1.37M 0.49%
6,710
1
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