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
676
$7.87K ﹤0.01%
35
677
$7.85K ﹤0.01%
130
678
$7.79K ﹤0.01%
83
+8
679
$7.74K ﹤0.01%
340
680
$7.73K ﹤0.01%
107
+2
681
$7.71K ﹤0.01%
+417
682
$7.67K ﹤0.01%
208
+1
683
$7.67K ﹤0.01%
28
684
$7.62K ﹤0.01%
292
685
$7.61K ﹤0.01%
130
686
$7.59K ﹤0.01%
+300
687
$7.57K ﹤0.01%
223
688
$7.5K ﹤0.01%
97
689
$7.49K ﹤0.01%
79
690
$7.45K ﹤0.01%
134
691
$7.29K ﹤0.01%
100
692
$7.27K ﹤0.01%
133
693
$7.27K ﹤0.01%
28
694
$7.25K ﹤0.01%
90
695
$7.25K ﹤0.01%
375
696
$7.24K ﹤0.01%
317
697
$7.04K ﹤0.01%
83
698
$7.01K ﹤0.01%
90
699
$6.95K ﹤0.01%
1,000
700
$6.9K ﹤0.01%
139
26 27
28
29 30