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
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.74M
3 +$951K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$804K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$669K

Top Sells

1 +$1.52M
2 +$532K
3 +$513K
4
MDT icon
Medtronic
MDT
+$432K
5
PSX icon
Phillips 66
PSX
+$414K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BABA icon
601
Alibaba
BABA
$396B
$18.8K ﹤0.01%
165
-14
XSMO icon
602
Invesco S&P SmallCap Momentum ETF
XSMO
$1.92B
$18.6K ﹤0.01%
274
MBB icon
603
iShares MBS ETF
MBB
$41.5B
$18.6K ﹤0.01%
198
+38
VAC icon
604
Marriott Vacations Worldwide
VAC
$1.74B
$18.1K ﹤0.01%
251
NXPI icon
605
NXP Semiconductors
NXPI
$51.6B
$18.1K ﹤0.01%
83
+1
RDDT icon
606
Reddit
RDDT
$38.7B
$18.1K ﹤0.01%
120
UNOV icon
607
Innovator US Equity Ultra Buffer ETF November
UNOV
$70.9M
$17.9K ﹤0.01%
495
GS icon
608
Goldman Sachs
GS
$239B
$17.8K ﹤0.01%
25
+1
LYB icon
609
LyondellBasell Industries
LYB
$13.8B
$17.7K ﹤0.01%
306
EXEL icon
610
Exelixis
EXEL
$11.1B
$17.6K ﹤0.01%
400
CSX icon
611
CSX Corp
CSX
$65.4B
$17.6K ﹤0.01%
540
IUSV icon
612
iShares Core S&P US Value ETF
IUSV
$22.8B
$17.6K ﹤0.01%
186
-39
SFY icon
613
SoFi Select 500 ETF
SFY
$588M
$17.5K ﹤0.01%
148
KEY icon
614
KeyCorp
KEY
$19.8B
$17.4K ﹤0.01%
1,000
SYF icon
615
Synchrony
SYF
$26.9B
$17.4K ﹤0.01%
260
VRTX icon
616
Vertex Pharmaceuticals
VRTX
$107B
$17.4K ﹤0.01%
39
RYN icon
617
Rayonier
RYN
$3.47B
$17.3K ﹤0.01%
782
XNTK icon
618
State Street SPDR NYSE Technology ETF
XNTK
$1.5B
$17.3K ﹤0.01%
73
MPLX icon
619
MPLX
MPLX
$52.7B
$17.2K ﹤0.01%
334
+6
AHR icon
620
American Healthcare REIT
AHR
$8.44B
$17.1K ﹤0.01%
465
DVN icon
621
Devon Energy
DVN
$21.3B
$17K ﹤0.01%
535
VDE icon
622
Vanguard Energy ETF
VDE
$7.38B
$16.9K ﹤0.01%
142
VV icon
623
Vanguard Large-Cap ETF
VV
$47.2B
$16.8K ﹤0.01%
59
SILA
624
Sila Realty Trust
SILA
$1.31B
$16.7K ﹤0.01%
704
SNOW icon
625
Snowflake
SNOW
$91B
$16.1K ﹤0.01%
72