AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$281K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,273
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.29%
2 Healthcare 6.83%
3 Financials 4.49%
4 Industrials 4.45%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DSI icon
501
iShares MSCI KLD 400 Social ETF
DSI
$5.09B
$39.2K 0.01%
304
LHX icon
502
L3Harris
LHX
$60.6B
$38.6K 0.01%
132
-43
MPC icon
503
Marathon Petroleum
MPC
$65.1B
$38.5K 0.01%
237
+1
PFIX icon
504
Simplify Interest Rate Hedge ETF
PFIX
$200M
$38.4K 0.01%
802
VT icon
505
Vanguard Total World Stock ETF
VT
$67.7B
$38.4K 0.01%
272
+96
OXY icon
506
Occidental Petroleum
OXY
$56.7B
$38.4K 0.01%
934
-472
RDVY icon
507
First Trust Rising Dividend Achievers ETF
RDVY
$21.8B
$38.4K 0.01%
553
+2
VBK icon
508
Vanguard Small-Cap Growth ETF
VBK
$22.3B
$38.4K 0.01%
127
-17
HTGC icon
509
Hercules Capital
HTGC
$2.83B
$38.4K 0.01%
2,038
+3
UOCT icon
510
Innovator US Equity Ultra Buffer ETF October
UOCT
$243M
$37.3K 0.01%
+955
XEL icon
511
Xcel Energy
XEL
$49.5B
$36.9K 0.01%
500
FLOT icon
512
iShares Floating Rate Bond ETF
FLOT
$9.26B
$36.9K 0.01%
725
-716
XMMO icon
513
Invesco S&P MidCap Momentum ETF
XMMO
$6.56B
$36.7K 0.01%
265
SPOT icon
514
Spotify
SPOT
$106B
$36.6K 0.01%
63
-22
FCX icon
515
Freeport-McMoran
FCX
$86.4B
$36.5K 0.01%
718
GJAN icon
516
FT Vest US Equity Moderate Buffer ETF January
GJAN
$467M
$36.1K 0.01%
844
-14
VO icon
517
Vanguard Mid-Cap ETF
VO
$24.6B
$36.1K 0.01%
124
-67
OUNZ icon
518
VanEck Merk Gold Trust
OUNZ
$2.86B
$35.3K 0.01%
850
HRB icon
519
H&R Block
HRB
$3.92B
$34.9K 0.01%
800
RLTY icon
520
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$259M
$34.4K 0.01%
2,338
JEPQ icon
521
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$36.7B
$34.3K 0.01%
+590
VRTX icon
522
Vertex Pharmaceuticals
VRTX
$109B
$33.5K 0.01%
74
+35
ONB icon
523
Old National Bancorp
ONB
$9.17B
$33.5K 0.01%
1,500
DFII
524
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$20.2M
$33.3K 0.01%
+1,864
AMGN icon
525
Amgen
AMGN
$186B
$33.2K 0.01%
101
-99