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
551
$14.5K 0.01%
84
+10
552
$14.4K 0.01%
83
+75
553
$14.4K 0.01%
117
554
$14.3K 0.01%
762
555
$14K 0.01%
247
+32
556
$13.8K ﹤0.01%
37,415
+4,845
557
$13.8K ﹤0.01%
500
558
$13.6K ﹤0.01%
271
-24
559
$13.5K ﹤0.01%
224
-555
560
$13.3K ﹤0.01%
+156
561
$13K ﹤0.01%
182
562
$12.9K ﹤0.01%
167
563
$12.8K ﹤0.01%
28
564
$12.8K ﹤0.01%
+361
565
$12.8K ﹤0.01%
100
-55
566
$12.8K ﹤0.01%
174
567
$12.7K ﹤0.01%
142
568
$12.7K ﹤0.01%
574
569
$12.7K ﹤0.01%
611
-10,809
570
$12.7K ﹤0.01%
+36
571
$12.5K ﹤0.01%
700
572
$12.5K ﹤0.01%
58
+22
573
$12.5K ﹤0.01%
125
574
$12.4K ﹤0.01%
812
575
$12.3K ﹤0.01%
250
+160
21 22
23
24 25