AIC
Archer Investment Corporation Portfolio holdings
AUM
$419M
1-Year Return
14.14%
This Quarter Return
+5.13%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$281M
AUM Growth
+$10.1M
(+3.7%)
Cap. Flow
-$4M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
30.11%
Holding
1,058
New
188
Increased
217
Reduced
158
Closed
46
Top Buys
Top Sells
| 1 |
Prologis
PLD
|
+$2.02M |
| 2 |
FT Vest US Equity Buffer ETF August
FAUG
|
+$1.57M |
| 3 |
FT Vest US Equity Moderate Buffer ETF January
GJAN
|
+$813K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$761K |
| 5 |
Honeywell
HON
|
+$558K |
Sector Composition
| 1 | Technology | 8.9% |
| 2 | Healthcare | 7.54% |
| 3 | Industrials | 5.1% |
| 4 | Financials | 4.7% |
| 5 | Consumer Staples | 3.26% |
