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
601
$12.1K ﹤0.01%
165
602
$12.1K ﹤0.01%
150
603
$12K ﹤0.01%
500
604
$12K ﹤0.01%
73
605
$12K ﹤0.01%
390
+182
606
$12K ﹤0.01%
99
+4
607
$12K ﹤0.01%
24
608
$12K ﹤0.01%
636
609
$11.9K ﹤0.01%
38
610
$11.9K ﹤0.01%
227
611
$11.6K ﹤0.01%
29
612
$11.5K ﹤0.01%
92
613
$11.5K ﹤0.01%
220
-59
614
$11.4K ﹤0.01%
215
615
$11.2K ﹤0.01%
50
616
$11.2K ﹤0.01%
287
617
$11.2K ﹤0.01%
208
618
$11.1K ﹤0.01%
85
619
$11K ﹤0.01%
136
620
$11K ﹤0.01%
400
621
$10.9K ﹤0.01%
297
+7
622
$10.9K ﹤0.01%
35
623
$10.9K ﹤0.01%
130
624
$10.9K ﹤0.01%
160
625
$10.8K ﹤0.01%
448
23 24
25
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