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
51
$1.36M 0.48%
5,724
-42
52
$1.34M 0.48%
5,417
+38
53
$1.27M 0.45%
2,641
+502
54
$1.26M 0.45%
41,615
-2,568
55
$1.21M 0.43%
23,462
+1,824
56
$1.19M 0.42%
+38,342
57
$1.16M 0.41%
18,076
-806
58
$1.14M 0.41%
11,456
-1,557
59
$1.08M 0.38%
12,047
+884
60
$1.07M 0.38%
5,162
-2,690
61
$1.07M 0.38%
7,023
-338
62
$1.06M 0.38%
44,665
+41,301
63
$1.04M 0.37%
3,368
-12
64
$1.03M 0.37%
59,775
-9,412
65
$1.03M 0.37%
7,638
-1,710
66
$1M 0.36%
13,773
+1,695
67
$968K 0.34%
17,787
-134
68
$954K 0.34%
4,600
-512
69
$939K 0.33%
6,309
70
$901K 0.32%
2,024
-227
71
$899K 0.32%
7,935
+667
72
$873K 0.31%
8,661
-78
73
$855K 0.3%
1,918
+717
74
$841K 0.3%
7,930
+609
75
$834K 0.3%
10,924
+20
1 2
3
4 5