AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
This Quarter Return
+11.07%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+30%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
14.39%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
542
New
48
Increased
118
Reduced
60
Closed
21
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$2.61M |
| 2 |
Invesco BuyBack Achievers ETF
PKW
|
$1.21M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$738K |
| 4 |
DuPont de Nemours
DD
|
$383K |
| 5 |
O'Reilly Automotive
ORLY
|
$381K |
Sector Composition
| 1 | Technology | 7.92% |
| 2 | Healthcare | 6.99% |
| 3 | Financials | 6.91% |
| 4 | Energy | 6.22% |
| 5 | Industrials | 5.83% |
