AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.74M
3
+$879K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$725K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$661K

Top Sells

1
+$1.48M
2
+$513K
3
+$508K
4
MDT icon
Medtronic
MDT
+$420K
5
PSX icon
Phillips 66
PSX
+$389K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.4%
59,544
+4,587
52
$1.66M 0.39%
24,628
+2,583
53
$1.63M 0.39%
8,782
-4
54
$1.58M 0.38%
4,455
+699
55
$1.55M 0.37%
10,858
+18
56
$1.55M 0.37%
5,264
-6
57
$1.53M 0.36%
14,699
58
$1.52M 0.36%
51,863
59
$1.51M 0.36%
4,296
+690
60
$1.46M 0.35%
21,119
-454
61
$1.43M 0.34%
30,184
+12,755
62
$1.42M 0.34%
37,400
-14,000
63
$1.36M 0.32%
55,793
-62,154
64
$1.34M 0.32%
54,413
-1,954
65
$1.33M 0.32%
122,925
+302
66
$1.32M 0.31%
2,138
+26
67
$1.29M 0.31%
21,109
+79
68
$1.26M 0.3%
5,200
69
$1.25M 0.3%
9,489
-1,331
70
$1.23M 0.29%
4,117
+810
71
$1.21M 0.29%
32,179
+17,415
72
$1.2M 0.29%
5,162
73
$1.2M 0.29%
49,391
+21,048
74
$1.17M 0.28%
23,644
+2,334
75
$1.17M 0.28%
8,741
1 2
3
4 5