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
QBTS icon
626
D-Wave Quantum
QBTS
$10.3B
$16K ﹤0.01%
1,096
+100
APO icon
627
Apollo Global Management
APO
$76B
$15.9K ﹤0.01%
112
ROK icon
628
Rockwell Automation
ROK
$44B
$15.9K ﹤0.01%
48
+15
ARM icon
629
Arm
ARM
$164B
$15.9K ﹤0.01%
98
+8
ILCG icon
630
iShares Morningstar Growth ETF
ILCG
$3.11B
$15.5K ﹤0.01%
160
SII
631
Sprott
SII
$2.39B
$15.4K ﹤0.01%
223
LCTU icon
632
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.41B
$15.3K ﹤0.01%
227
XOP icon
633
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.87B
$15.2K ﹤0.01%
121
ESML icon
634
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
$14.9K ﹤0.01%
361
VGK icon
635
Vanguard FTSE Europe ETF
VGK
$27.7B
$14.9K ﹤0.01%
192
SUSC icon
636
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.25B
$14.8K ﹤0.01%
639
SCHW.PRD icon
637
Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
$756M
$14.8K ﹤0.01%
600
IJJ icon
638
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.93B
$14.7K ﹤0.01%
119
+1
SPHY icon
639
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.2B
$14.5K ﹤0.01%
609
CCJ icon
640
Cameco
CCJ
$41B
$14K ﹤0.01%
189
SAP icon
641
SAP
SAP
$293B
$14K ﹤0.01%
46
NDAQ icon
642
Nasdaq
NDAQ
$50.1B
$13.9K ﹤0.01%
156
EUSB icon
643
iShares ESG Advanced Universal USD Bond ETF
EUSB
$694M
$13.9K ﹤0.01%
320
FUMB icon
644
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
$13.8K ﹤0.01%
687
IEMG icon
645
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$13.8K ﹤0.01%
230
+50
MRNA icon
646
Moderna
MRNA
$9.67B
$13.8K ﹤0.01%
500
FTNT icon
647
Fortinet
FTNT
$63B
$13.7K ﹤0.01%
130
MAIN icon
648
Main Street Capital
MAIN
$5.25B
$13.7K ﹤0.01%
232
+2
BBJP icon
649
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$13.4K ﹤0.01%
217
U icon
650
Unity
U
$18.5B
$13.3K ﹤0.01%
549