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
$177M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$1.9M
3 +$1.77M
4
JLL icon
Jones Lang LaSalle
JLL
+$1.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1 +$1.37M
2 +$1.27M
3 +$911K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$487K
5
AAPL icon
Apple
AAPL
+$451K

Sector Composition

1 Technology 9.34%
2 Healthcare 8.56%
3 Financials 5.43%
4 Real Estate 4.87%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$805K 0.45%
5,569
+111
52
$779K 0.44%
5,459
53
$762K 0.43%
5,390
54
$761K 0.43%
4,500
-155
55
$733K 0.41%
7,932
+2,228
56
$717K 0.4%
21,580
+8,000
57
$711K 0.4%
5,200
58
$698K 0.39%
3,660
-89
59
$671K 0.38%
7,344
60
$662K 0.37%
9,335
-225
61
$656K 0.37%
2,128
-719
62
$618K 0.35%
7,433
63
$599K 0.34%
2,115
+491
64
$586K 0.33%
25,000
+1,200
65
$581K 0.33%
11,377
+302
66
$581K 0.33%
61,200
+7,440
67
$581K 0.33%
3,150
68
$576K 0.33%
7,830
+200
69
$569K 0.32%
18,030
-1,640
70
$569K 0.32%
4,926
+84
71
$568K 0.32%
2,124
-36
72
$566K 0.32%
3,173
+12
73
$564K 0.32%
8,881
+681
74
$558K 0.31%
12,500
-498
75
$527K 0.3%
5,748
+63