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
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.74M
3 +$951K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$804K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$669K

Top Sells

1 +$1.52M
2 +$532K
3 +$513K
4
MDT icon
Medtronic
MDT
+$432K
5
PSX icon
Phillips 66
PSX
+$414K

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
IGV icon
526
iShares Expanded Tech-Software Sector ETF
IGV
$7.18B
$31.8K 0.01%
290
ASG
527
Liberty All-Star Growth Fund
ASG
$336M
$31.6K 0.01%
5,786
VIGI icon
528
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$31.5K 0.01%
350
FCX icon
529
Freeport-McMoran
FCX
$84.3B
$31.1K 0.01%
718
STM icon
530
STMicroelectronics
STM
$24.9B
$31K 0.01%
1,018
CGDV icon
531
Capital Group Dividend Value ETF
CGDV
$27.4B
$30.9K 0.01%
784
+3
TSN icon
532
Tyson Foods
TSN
$21.2B
$30.8K 0.01%
550
ETN icon
533
Eaton
ETN
$134B
$30.2K 0.01%
85
-2
IAGG icon
534
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$30.1K 0.01%
590
BAR icon
535
GraniteShares Gold Shares
BAR
$1.54B
$30.1K 0.01%
+923
NJAN icon
536
Innovator Growth-100 Power Buffer ETF January
NJAN
$337M
$29.8K 0.01%
588
NBIS
537
Nebius Group N.V.
NBIS
$27.4B
$29.4K 0.01%
531
IMTB icon
538
iShares Core 5-10 Year USD Bond ETF
IMTB
$279M
$29.4K 0.01%
673
HYLS icon
539
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.81B
$29.3K 0.01%
700
AOM icon
540
iShares Core Moderate Allocation ETF
AOM
$1.73B
$28.9K 0.01%
627
+2
ISCV icon
541
iShares Morningstar Small-Cap Value ETF
ISCV
$615M
$28.7K 0.01%
468
ELME
542
Elme Communities
ELME
$272M
$28.4K 0.01%
1,788
SFM icon
543
Sprouts Farmers Market
SFM
$7.65B
$28.2K 0.01%
171
OUNZ icon
544
VanEck Merk Gold Trust
OUNZ
$2.64B
$28.1K 0.01%
+882
PAAS icon
545
Pan American Silver
PAAS
$23.3B
$27.5K 0.01%
970
IMCG icon
546
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.23B
$27.4K 0.01%
342
ACWX icon
547
iShares MSCI ACWI ex US ETF
ACWX
$8.5B
$27.4K 0.01%
450
+150
ILCB icon
548
iShares Morningstar US Equity ETF
ILCB
$1.19B
$27.1K 0.01%
316
RWL icon
549
Invesco S&P 500 Revenue ETF
RWL
$7.56B
$27.1K 0.01%
260
+1
MS icon
550
Morgan Stanley
MS
$301B
$26.9K 0.01%
191
+1