AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

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
501
$39.1K 0.01%
534
502
$38.6K 0.01%
232
-3
503
$38.6K 0.01%
2,011
504
$37.9K 0.01%
1,097
505
$37.5K 0.01%
536
506
$36.4K 0.01%
231
507
$36.2K 0.01%
45
-2
508
$35.6K 0.01%
1,052
-6,040
509
$35.5K 0.01%
364
510
$35.5K 0.01%
2,338
511
$35.3K 0.01%
304
512
$35.1K 0.01%
698
513
$34.5K 0.01%
550
+1
514
$34.2K 0.01%
12,200
515
$34.1K 0.01%
265
516
$34.1K 0.01%
345
+1
517
$34K 0.01%
500
518
$33.6K 0.01%
+206
519
$33.4K 0.01%
400
520
$33.3K 0.01%
401
+1
521
$33.2K 0.01%
+1,180
522
$33.1K 0.01%
575
+7
523
$33.1K 0.01%
355
524
$32.3K 0.01%
559
+1
525
$32K 0.01%
1,500
19 20
21
22 23