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
526
$17.5K 0.01%
100
527
$17.3K 0.01%
86
+29
528
$17.3K 0.01%
318
529
$17.2K 0.01%
1,075
530
$17.2K 0.01%
88
-16
531
$16.7K 0.01%
148
+55
532
$16.7K 0.01%
+150
533
$16.6K 0.01%
450
534
$16.6K 0.01%
199
535
$16.5K 0.01%
220
536
$16.4K 0.01%
600
537
$16.1K 0.01%
+18
538
$16.1K 0.01%
+512
539
$16K 0.01%
142
540
$15.9K 0.01%
221
541
$15.6K 0.01%
1,070
542
$15.6K 0.01%
570
-46
543
$15.6K 0.01%
121
544
$15.5K 0.01%
287
545
$15.4K 0.01%
244
546
$15.2K 0.01%
21
547
$15.1K 0.01%
106
-260
548
$14.8K 0.01%
227
549
$14.6K 0.01%
318
550
$14.6K 0.01%
341
-450
20 21
22
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