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
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.74M
3 +$951K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$804K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$669K

Top Sells

1 +$1.52M
2 +$532K
3 +$513K
4
MDT icon
Medtronic
MDT
+$432K
5
PSX icon
Phillips 66
PSX
+$414K

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
SOFI icon
476
SoFi Technologies
SOFI
$37B
$45.5K 0.01%
2,500
NOW icon
477
ServiceNow
NOW
$179B
$45.2K 0.01%
44
HOOD icon
478
Robinhood
HOOD
$122B
$44.8K 0.01%
479
+68
CHCO icon
479
City Holding Co
CHCO
$1.74B
$44.8K 0.01%
366
ARCC icon
480
Ares Capital
ARCC
$14.4B
$44.8K 0.01%
2,040
-400
XLF icon
481
Financial Select Sector SPDR Fund
XLF
$54.5B
$44.6K 0.01%
851
+1
NULG icon
482
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
$44.1K 0.01%
470
HRB icon
483
H&R Block
HRB
$6.03B
$43.9K 0.01%
800
LHX icon
484
L3Harris
LHX
$55.5B
$43.8K 0.01%
175
+20
WFC icon
485
Wells Fargo
WFC
$271B
$43K 0.01%
537
+85
XLP icon
486
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
$42.8K 0.01%
529
+1
BHP icon
487
BHP
BHP
$142B
$42.8K 0.01%
890
UJAN icon
488
Innovator US Equity Ultra Buffer ETF January
UJAN
$209M
$42.7K 0.01%
1,057
D icon
489
Dominion Energy
D
$51.9B
$42.7K 0.01%
755
-23
HTGC icon
490
Hercules Capital
HTGC
$3.24B
$42.6K 0.01%
2,331
+3
PFIX icon
491
Simplify Interest Rate Hedge ETF
PFIX
$158M
$42.4K 0.01%
802
XBB icon
492
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$316M
$42.1K 0.01%
1,021
VBK icon
493
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$41.6K 0.01%
150
DGX icon
494
Quest Diagnostics
DGX
$20.3B
$41.5K 0.01%
231
ADX icon
495
Adams Diversified Equity Fund
ADX
$2.78B
$41K 0.01%
1,889
PARA
496
DELISTED
Paramount Global Class B
PARA
$40K 0.01%
3,101
+1
AXP icon
497
American Express
AXP
$253B
$39.8K 0.01%
125
DTD icon
498
WisdomTree US Total Dividend Fund
DTD
$1.47B
$39.8K 0.01%
500
WY icon
499
Weyerhaeuser
WY
$16.3B
$39.2K 0.01%
1,525
USRT icon
500
iShares Core US REIT ETF
USRT
$3.15B
$39.1K 0.01%
692