AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
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
51
$1.37M 0.44%
2,593
+106
52
$1.36M 0.44%
2,843
+125
53
$1.33M 0.43%
14,777
-220
54
$1.31M 0.42%
5,166
-251
55
$1.3M 0.42%
41,141
-4,996
56
$1.28M 0.41%
25,522
-175
57
$1.24M 0.4%
15,299
+8,100
58
$1.19M 0.38%
7,662
+13
59
$1.18M 0.38%
23,414
-488
60
$1.18M 0.38%
8,035
+1,022
61
$1.15M 0.37%
3,278
-90
62
$1.14M 0.37%
15,536
+333
63
$1.1M 0.35%
62,388
+4,000
64
$1.08M 0.35%
5,166
+4
65
$1.06M 0.34%
30,861
-30,458
66
$1.04M 0.34%
17,992
+1,536
67
$1.01M 0.33%
6,309
68
$995K 0.32%
17,715
+474
69
$988K 0.32%
1,497
70
$965K 0.31%
12,534
+548
71
$963K 0.31%
18,762
-314
72
$954K 0.31%
2,007
-19
73
$946K 0.3%
8,068
+133
74
$933K 0.3%
24,746
+112
75
$930K 0.3%
8,330
+374
1 2
3
4 5