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
626
$10.8K ﹤0.01%
400
627
$10.7K ﹤0.01%
268
+2
628
$10.7K ﹤0.01%
169
+1
629
$10.5K ﹤0.01%
201
630
$10.5K ﹤0.01%
205
-119
631
$10.4K ﹤0.01%
112
632
$10.2K ﹤0.01%
349
633
$10.2K ﹤0.01%
58
634
$10.2K ﹤0.01%
158
635
$10.1K ﹤0.01%
648
636
$10.1K ﹤0.01%
248
637
$9.93K ﹤0.01%
117
638
$9.93K ﹤0.01%
+400
639
$9.91K ﹤0.01%
175
640
$9.89K ﹤0.01%
259
641
$9.68K ﹤0.01%
21
642
$9.6K ﹤0.01%
465
643
$9.53K ﹤0.01%
408
644
$9.49K ﹤0.01%
385
645
$9.46K ﹤0.01%
300
646
$9.45K ﹤0.01%
236
647
$9.42K ﹤0.01%
218
+3
648
$9.38K ﹤0.01%
680
649
$9.33K ﹤0.01%
248
650
$9.33K ﹤0.01%
259
24 25
26
27 28