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
551
$16.2K 0.01%
+625
552
$16.2K 0.01%
101
-55
553
$16.1K 0.01%
570
554
$16K 0.01%
247
555
$16K 0.01%
+1,000
556
$15.9K 0.01%
924
557
$15.8K 0.01%
193
558
$15.8K 0.01%
470
+10
559
$15.6K 0.01%
1,082
-5
560
$15.5K 0.01%
182
+24
561
$15.5K 0.01%
673
-34
562
$15.5K 0.01%
166
+10
563
$15.3K ﹤0.01%
121
564
$15.1K ﹤0.01%
318
565
$15.1K ﹤0.01%
654
566
$15.1K ﹤0.01%
58
567
$15.1K ﹤0.01%
+600
568
$15K ﹤0.01%
1,095
569
$14.9K ﹤0.01%
109
+2
570
$14.9K ﹤0.01%
83
571
$14.9K ﹤0.01%
359
-140
572
$14.8K ﹤0.01%
500
573
$14.6K ﹤0.01%
36
574
$14.6K ﹤0.01%
192
575
$14.4K ﹤0.01%
83
+10
21 22
23
24 25