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
626
$9.09K ﹤0.01%
114
627
$9.02K ﹤0.01%
40
628
$8.98K ﹤0.01%
89
+65
629
$8.94K ﹤0.01%
20
630
$8.93K ﹤0.01%
250
631
$8.92K ﹤0.01%
+465
632
$8.92K ﹤0.01%
+223
633
$8.86K ﹤0.01%
1,000
634
$8.8K ﹤0.01%
174
635
$8.8K ﹤0.01%
+150
636
$8.79K ﹤0.01%
259
+81
637
$8.73K ﹤0.01%
350
-150
638
$8.7K ﹤0.01%
115
+30
639
$8.7K ﹤0.01%
116
+28
640
$8.69K ﹤0.01%
53
-715
641
$8.64K ﹤0.01%
100
+26
642
$8.64K ﹤0.01%
680
643
$8.6K ﹤0.01%
112
644
$8.56K ﹤0.01%
+265
645
$8.54K ﹤0.01%
58
646
$8.52K ﹤0.01%
213
+3
647
$8.47K ﹤0.01%
349
648
$8.39K ﹤0.01%
250
649
$8.39K ﹤0.01%
+28
650
$8.19K ﹤0.01%
+21
24 25
26
27 28