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
601
$10.9K ﹤0.01%
95
+70
602
$10.8K ﹤0.01%
+150
603
$10.6K ﹤0.01%
400
604
$10.4K ﹤0.01%
287
+65
605
$10.4K ﹤0.01%
448
606
$10.3K ﹤0.01%
208
607
$10.2K ﹤0.01%
53
+40
608
$10.2K ﹤0.01%
73
609
$10.2K ﹤0.01%
64
610
$9.97K ﹤0.01%
160
611
$9.97K ﹤0.01%
85
-800
612
$9.97K ﹤0.01%
130
613
$9.97K ﹤0.01%
158
614
$9.95K ﹤0.01%
162
+4
615
$9.84K ﹤0.01%
+201
616
$9.83K ﹤0.01%
130
617
$9.69K ﹤0.01%
235
618
$9.69K ﹤0.01%
118
+85
619
$9.55K ﹤0.01%
500
620
$9.48K ﹤0.01%
175
+2
621
$9.44K ﹤0.01%
648
622
$9.36K ﹤0.01%
248
623
$9.25K ﹤0.01%
+385
624
$9.24K ﹤0.01%
1,000
625
$9.12K ﹤0.01%
408
23 24
25
26 27