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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$4.48M
3 +$4.19M
4
WMT icon
Walmart
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AEIS icon
576
Advanced Energy
AEIS
$7.96B
$25.5K 0.01%
150
AMLP icon
577
Alerian MLP ETF
AMLP
$10.5B
$25.5K 0.01%
543
DOW icon
578
Dow Inc
DOW
$17B
$25.2K 0.01%
1,100
-12,587
LEN icon
579
Lennar Class A
LEN
$32B
$25K 0.01%
198
CPNG icon
580
Coupang
CPNG
$48.8B
$25K 0.01%
775
AOK icon
581
iShares Core Conservative Allocation ETF
AOK
$717M
$24.8K 0.01%
617
TMUS icon
582
T-Mobile US
TMUS
$235B
$24.6K 0.01%
103
PAVE icon
583
Global X US Infrastructure Development ETF
PAVE
$9.69B
$24.6K 0.01%
516
+1
TEQI icon
584
T. Rowe Price Equity Income ETF
TEQI
$351M
$24.4K 0.01%
557
IJR icon
585
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$24.4K 0.01%
205
+1
SJM icon
586
J.M. Smucker
SJM
$10.8B
$24.3K 0.01%
224
+2
VT icon
587
Vanguard Total World Stock ETF
VT
$57.1B
$24.3K 0.01%
176
OTIS icon
588
Otis Worldwide
OTIS
$34B
$24K 0.01%
263
MSI icon
589
Motorola Solutions
MSI
$62.9B
$23.8K 0.01%
52
ICE icon
590
Intercontinental Exchange
ICE
$88.6B
$23.4K 0.01%
139
USB icon
591
US Bancorp
USB
$77.2B
$23.1K 0.01%
479
DFUV icon
592
Dimensional US Marketwide Value ETF
DFUV
$12.5B
$23.1K 0.01%
518
SWKS icon
593
Skyworks Solutions
SWKS
$10.1B
$23.1K 0.01%
300
BGRN icon
594
iShares USD Green Bond ETF
BGRN
$437M
$23K 0.01%
477
+14
SCHG icon
595
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$22.8K 0.01%
714
PJUL icon
596
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
$22.6K 0.01%
495
TDG icon
597
TransDigm Group
TDG
$75.7B
$22.4K 0.01%
17
NVS icon
598
Novartis
NVS
$254B
$22.2K 0.01%
173
WBD icon
599
Warner Bros
WBD
$60.8B
$22.2K 0.01%
1,135
ENPH icon
600
Enphase Energy
ENPH
$3.81B
$21.8K ﹤0.01%
616