AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.78M
3
+$4.49M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.97M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.96M

Top Sells

1
+$6.78M
2
+$4.35M
3
+$3.84M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.44M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.18M

Sector Composition

1 Technology 8.34%
2 Healthcare 7.32%
3 Financials 4.59%
4 Industrials 4.56%
5 Real Estate 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.85%
82,679
-9,894
27
$2.49M 0.8%
41,061
+4,943
28
$2.47M 0.79%
64,131
-1,299
29
$2.27M 0.73%
14,484
+72
30
$2.22M 0.72%
19,890
-3,600
31
$2.13M 0.69%
8,976
+413
32
$2.09M 0.67%
3,584
-298
33
$2.08M 0.67%
6,011
+21
34
$2.05M 0.66%
108,305
-3,705
35
$2.02M 0.65%
13,268
+300
36
$1.97M 0.63%
19,664
-755
37
$1.92M 0.62%
20,144
+293
38
$1.87M 0.6%
4,283
+475
39
$1.81M 0.58%
17,224
+776
40
$1.77M 0.57%
10,417
-224
41
$1.67M 0.54%
5,511
+136
42
$1.65M 0.53%
6,715
43
$1.63M 0.52%
56,468
+4,400
44
$1.59M 0.51%
3,737
+32
45
$1.59M 0.51%
10,671
-6
46
$1.54M 0.5%
4,318
+116
47
$1.5M 0.48%
30,290
-6,870
48
$1.47M 0.47%
5,638
-97
49
$1.4M 0.45%
6,500
-1,800
50
$1.39M 0.45%
26,493
-768
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