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
701
$6.89K ﹤0.01%
57
702
$6.86K ﹤0.01%
248
703
$6.86K ﹤0.01%
140
704
$6.86K ﹤0.01%
108
+1
705
$6.82K ﹤0.01%
148
706
$6.81K ﹤0.01%
116
707
$6.75K ﹤0.01%
70
708
$6.71K ﹤0.01%
284
709
$6.64K ﹤0.01%
275
+10
710
$6.64K ﹤0.01%
17
711
$6.63K ﹤0.01%
165
712
$6.63K ﹤0.01%
262
713
$6.61K ﹤0.01%
103
714
$6.59K ﹤0.01%
74
-26
715
$6.57K ﹤0.01%
242
716
$6.57K ﹤0.01%
33
717
$6.55K ﹤0.01%
66
718
$6.49K ﹤0.01%
60
719
$6.43K ﹤0.01%
47
720
$6.4K ﹤0.01%
59
+1
721
$6.39K ﹤0.01%
438
722
$6.39K ﹤0.01%
136
-21
723
$6.35K ﹤0.01%
308
724
$6.34K ﹤0.01%
400
725
$6.34K ﹤0.01%
248
27 28
29
30 31