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
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.22K ﹤0.01%
+284
702
$6.2K ﹤0.01%
136
-7,264
703
$6.16K ﹤0.01%
+21
704
$6.1K ﹤0.01%
47
+25
705
$6.07K ﹤0.01%
+70
706
$6.05K ﹤0.01%
120
707
$6K ﹤0.01%
308
708
$5.95K ﹤0.01%
+60
709
$5.92K ﹤0.01%
+189
710
$5.91K ﹤0.01%
+17
711
$5.82K ﹤0.01%
+216
712
$5.81K ﹤0.01%
90
713
$5.81K ﹤0.01%
33
714
$5.8K ﹤0.01%
63
715
$5.7K ﹤0.01%
225
716
$5.7K ﹤0.01%
293
717
$5.66K ﹤0.01%
+16
718
$5.54K ﹤0.01%
72
719
$5.51K ﹤0.01%
80
-30
720
$5.42K ﹤0.01%
+155
721
$5.42K ﹤0.01%
325
-100
722
$5.4K ﹤0.01%
69
723
$5.37K ﹤0.01%
+90
724
$5.37K ﹤0.01%
400
725
$5.35K ﹤0.01%
+45
27 28
29
30 31