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
$177M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$1.9M
3
+$1.77M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$1.37M
2
+$1.27M
3
+$911K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$487K
5
AAPL icon
Apple
AAPL
+$451K

Sector Composition

1 Technology 9.34%
2 Healthcare 8.56%
3 Financials 5.43%
4 Real Estate 4.87%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$92 ﹤0.01%
50
627
$84 ﹤0.01%
40
628
$80 ﹤0.01%
8
629
– –
0
630
$70 ﹤0.01%
20
-20
631
$49 ﹤0.01%
3
632
$43 ﹤0.01%
+6
633
$33 ﹤0.01%
16
-16
634
$2 ﹤0.01%
2
635
$1 ﹤0.01%
14
636
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637
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638
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639
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642
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643
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648
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650
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