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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$4.48M
3 +$4.19M
4
WMT icon
Walmart
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IMCV icon
676
iShares Morningstar Mid-Cap Value ETF
IMCV
$888M
$13.3K ﹤0.01%
165
+62
ISCB icon
677
iShares Morningstar Small-Cap ETF
ISCB
$255M
$13.2K ﹤0.01%
208
WULF icon
678
TeraWulf
WULF
$6.15B
$13.2K ﹤0.01%
1,152
BJAN icon
679
Innovator US Equity Buffer ETF January
BJAN
$281M
$13.1K ﹤0.01%
248
IEMG icon
680
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$13.1K ﹤0.01%
199
-31
XLB icon
681
State Street Materials Select Sector SPDR ETF
XLB
$5.08B
$13K ﹤0.01%
145
ADSK icon
682
Autodesk
ADSK
$65.4B
$13K ﹤0.01%
41
ARKF icon
683
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.14B
$13K ﹤0.01%
229
GEHC icon
684
GE HealthCare
GEHC
$36.4B
$12.8K ﹤0.01%
171
+4
ESEA icon
685
Euroseas
ESEA
$431M
$12.7K ﹤0.01%
213
SI
686
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$12.6K ﹤0.01%
94
HYG icon
687
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$12.6K ﹤0.01%
155
-5
MUB icon
688
iShares National Muni Bond ETF
MUB
$41.4B
$12.6K ﹤0.01%
118
UMAY icon
689
Innovator US Equity Ultra Buffer ETF May
UMAY
$58.9M
$12.6K ﹤0.01%
350
BJUL icon
690
Innovator US Equity Buffer ETF July
BJUL
$293M
$12.3K ﹤0.01%
248
SAP icon
691
SAP
SAP
$281B
$12.3K ﹤0.01%
46
BUG icon
692
Global X Cybersecurity ETF
BUG
$999M
$12.3K ﹤0.01%
349
IYW icon
693
iShares US Technology ETF
IYW
$21.1B
$12.2K ﹤0.01%
62
ABNB icon
694
Airbnb
ABNB
$72.3B
$12.1K ﹤0.01%
100
RUN icon
695
Sunrun
RUN
$4.24B
$12.1K ﹤0.01%
700
ADI icon
696
Analog Devices
ADI
$133B
$12.1K ﹤0.01%
49
DFAC icon
697
Dimensional US Core Equity 2 ETF
DFAC
$39.6B
$11.9K ﹤0.01%
308
SCHV icon
698
Schwab US Large-Cap Value ETF
SCHV
$14B
$11.9K ﹤0.01%
408
SOLV icon
699
Solventum
SOLV
$14.9B
$11.8K ﹤0.01%
161
+2
OKLO
700
Oklo
OKLO
$14.3B
$11.7K ﹤0.01%
105