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
$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
476
$25.8K 0.01%
+1,550
477
$25.4K 0.01%
1,465
478
$25.3K 0.01%
1,500
-3,000
479
$24.7K 0.01%
590
+2
480
$24.6K 0.01%
249
-34
481
$24.6K 0.01%
+19,800
482
$24.2K 0.01%
129
483
$23.8K 0.01%
265
484
$23.7K 0.01%
+828
485
$23.7K 0.01%
299
+1
486
$23.5K 0.01%
263
487
$23.5K 0.01%
290
488
$23.3K 0.01%
550
489
$23.1K 0.01%
225
490
$23.1K 0.01%
543
491
$23K 0.01%
771
492
$22.7K 0.01%
570
493
$22.4K 0.01%
515
+30
494
$22.3K 0.01%
460
+220
495
$22.3K 0.01%
128
-4
496
$22.3K 0.01%
+795
497
$22K 0.01%
96
498
$22K 0.01%
342
499
$22K 0.01%
482
-124
500
$22K 0.01%
287
18 19
20
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