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
501
$21.9K 0.01%
463
502
$21.9K 0.01%
439
+36
503
$21.8K 0.01%
1,075
504
$21.8K 0.01%
148
505
$21.8K 0.01%
255
506
$21.8K 0.01%
280
507
$21.7K 0.01%
96
+43
508
$21.2K 0.01%
1,000
509
$21.1K 0.01%
630
+4
510
$21.1K 0.01%
173
511
$20.8K 0.01%
316
512
$20.7K 0.01%
515
513
$20.7K 0.01%
86
514
$20.6K 0.01%
894
-921
515
$20.4K 0.01%
27
+6
516
$20.3K 0.01%
77
517
$20.1K 0.01%
1,200
518
$19.9K 0.01%
50
519
$19.7K 0.01%
643
520
$19.4K 0.01%
199
521
$19.3K 0.01%
525
+25
522
$19.3K 0.01%
809
523
$19.1K 0.01%
140
+25
524
$19K 0.01%
148
525
$18.9K 0.01%
96
+12
19 20
21
22 23