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
576
$14.4K ﹤0.01%
1,000
577
$14.3K ﹤0.01%
72
578
$14.2K ﹤0.01%
609
579
$14.2K ﹤0.01%
66
580
$14.1K ﹤0.01%
762
581
$14K ﹤0.01%
500
-100
582
$13.8K ﹤0.01%
220
+200
583
$13.7K ﹤0.01%
700
584
$13.7K ﹤0.01%
174
585
$13.7K ﹤0.01%
361
586
$13.6K ﹤0.01%
271
587
$13.4K ﹤0.01%
+330
588
$13.3K ﹤0.01%
180
589
$13.2K ﹤0.01%
116
+1
590
$13.1K ﹤0.01%
306
+2
591
$12.8K ﹤0.01%
142
592
$12.7K ﹤0.01%
284
593
$12.7K ﹤0.01%
50
594
$12.5K ﹤0.01%
182
595
$12.4K ﹤0.01%
283
+20
596
$12.4K ﹤0.01%
160
-20
597
$12.4K ﹤0.01%
93
598
$12.3K ﹤0.01%
283
599
$12.2K ﹤0.01%
118
+17
600
$12.2K ﹤0.01%
232
22 23
24
25 26