AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.76%
14,827
-563
27
$3.02M 0.72%
113,894
+77,729
28
$3.02M 0.72%
9,926
-88
29
$3.01M 0.72%
13,716
-243
30
$2.89M 0.69%
6,244
-494
31
$2.77M 0.66%
15,713
-1,989
32
$2.75M 0.66%
5,671
+1
33
$2.73M 0.65%
27,938
+572
34
$2.73M 0.65%
67,171
+93
35
$2.6M 0.62%
17,008
-280
36
$2.55M 0.61%
23,644
-42
37
$2.33M 0.56%
17,242
+6
38
$2.31M 0.55%
4,106
+433
39
$2.28M 0.54%
119,210
+2,141
40
$2.22M 0.53%
31,973
-98
41
$2.17M 0.52%
5,120
-15
42
$2.17M 0.52%
2,785
-8
43
$2.13M 0.51%
21,167
-481
44
$2.06M 0.49%
5,615
-13
45
$2.03M 0.48%
3,266
+73
46
$1.9M 0.45%
24,021
-2,379
47
$1.89M 0.45%
15,261
-218
48
$1.71M 0.41%
46,714
-151
49
$1.71M 0.41%
4,530
-755
50
$1.71M 0.41%
24,770
-632
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