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
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
Honeywell
HON
+$558K

Sector Composition

1 Technology 8.9%
2 Healthcare 7.54%
3 Industrials 5.1%
4 Financials 4.7%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$20.1K 0.01%
290
502
$20K 0.01%
148
503
$19.9K 0.01%
403
+20
504
$19.9K 0.01%
461
+26
505
$19.8K 0.01%
280
506
$19.7K 0.01%
643
507
$19.7K 0.01%
+410
508
$19.6K 0.01%
96
+50
509
$19.6K 0.01%
1,095
510
$19.6K 0.01%
515
-6,967
511
$19.4K 0.01%
+1,800
512
$19.3K 0.01%
316
513
$19.1K 0.01%
+77
514
$19K 0.01%
809
-140
515
$19K 0.01%
336
+54
516
$18.9K 0.01%
326
517
$18.7K 0.01%
50
518
$18.6K 0.01%
+304
519
$18.4K 0.01%
172
520
$18.1K 0.01%
192
+98
521
$18.1K 0.01%
179
522
$18K 0.01%
11,516
+281
523
$17.9K 0.01%
121
+112
524
$17.6K 0.01%
500
525
$17.5K 0.01%
168
+73
19 20
21
22 23