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
MLM icon
651
Martin Marietta Materials
MLM
$39.3B
$13.3K ﹤0.01%
24
AOR icon
652
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.18B
$13.2K ﹤0.01%
215
ABNB icon
653
Airbnb
ABNB
$79.2B
$13.2K ﹤0.01%
100
WBD icon
654
Warner Bros
WBD
$70.9B
$13K ﹤0.01%
1,135
BUG icon
655
Global X Cybersecurity ETF
BUG
$925M
$12.9K ﹤0.01%
349
HYG icon
656
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.2B
$12.9K ﹤0.01%
160
XLU icon
657
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$12.9K ﹤0.01%
316
IGM icon
658
iShares Expanded Tech Sector ETF
IGM
$8.93B
$12.8K ﹤0.01%
114
EFV icon
659
iShares MSCI EAFE Value ETF
EFV
$28.5B
$12.8K ﹤0.01%
201
-33
XLB icon
660
State Street Materials Select Sector SPDR ETF
XLB
$5.99B
$12.7K ﹤0.01%
290
+2
NDSN icon
661
Nordson
NDSN
$15.2B
$12.7K ﹤0.01%
59
ADSK icon
662
Autodesk
ADSK
$56.3B
$12.7K ﹤0.01%
41
KC
663
Kingsoft Cloud Holdings
KC
$3.52B
$12.5K ﹤0.01%
998
FNDE icon
664
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.56B
$12.5K ﹤0.01%
378
+1
BJAN icon
665
Innovator US Equity Buffer ETF January
BJAN
$322M
$12.5K ﹤0.01%
248
QTEC icon
666
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.97B
$12.3K ﹤0.01%
58
GEHC icon
667
GE HealthCare
GEHC
$37.2B
$12.3K ﹤0.01%
167
MUB icon
668
iShares National Muni Bond ETF
MUB
$42.1B
$12.3K ﹤0.01%
118
ET icon
669
Energy Transfer Partners
ET
$59.6B
$12.3K ﹤0.01%
680
BBCA icon
670
JPMorgan BetaBuilders Canada ETF
BBCA
$9.74B
$12.3K ﹤0.01%
152
UMAY icon
671
Innovator US Equity Ultra Buffer ETF May
UMAY
$57.8M
$12.2K ﹤0.01%
350
CMG icon
672
Chipotle Mexican Grill
CMG
$52.8B
$12.1K ﹤0.01%
216
ISCB icon
673
iShares Morningstar Small-Cap ETF
ISCB
$266M
$12.1K ﹤0.01%
208
QUAL icon
674
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$12.1K ﹤0.01%
66
+33
SI
675
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$12.1K ﹤0.01%
94