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
651
$9.32K ﹤0.01%
251
652
$9.22K ﹤0.01%
118
653
$9.19K ﹤0.01%
1,100
654
$9.16K ﹤0.01%
20
655
$9.13K ﹤0.01%
64
656
$9.07K ﹤0.01%
156
657
$9K ﹤0.01%
+308
658
$8.99K ﹤0.01%
89
659
$8.96K ﹤0.01%
150
660
$8.95K ﹤0.01%
177
-209
661
$8.94K ﹤0.01%
265
662
$8.92K ﹤0.01%
250
663
$8.9K ﹤0.01%
115
664
$8.86K ﹤0.01%
162
+1
665
$8.79K ﹤0.01%
424
666
$8.61K ﹤0.01%
106
667
$8.54K ﹤0.01%
50
668
$8.52K ﹤0.01%
114
669
$8.5K ﹤0.01%
296
+170
670
$8.47K ﹤0.01%
59
671
$8.47K ﹤0.01%
130
672
$8.37K ﹤0.01%
281
673
$8.15K ﹤0.01%
189
674
$8.12K ﹤0.01%
124
675
$7.89K ﹤0.01%
285
25 26
27
28 29