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
726
$6.34K ﹤0.01%
+155
727
$6.24K ﹤0.01%
235
728
$6.23K ﹤0.01%
573
+20
729
$6.19K ﹤0.01%
753
+3
730
$6.15K ﹤0.01%
90
731
$6.09K ﹤0.01%
72
732
$6.08K ﹤0.01%
+40
733
$6.07K ﹤0.01%
5
734
$6.06K ﹤0.01%
119
-52
735
$6.03K ﹤0.01%
98
736
$6.01K ﹤0.01%
32
737
$5.97K ﹤0.01%
63
738
$5.89K ﹤0.01%
105
+1
739
$5.86K ﹤0.01%
41
+1
740
$5.82K ﹤0.01%
121
741
$5.82K ﹤0.01%
69
742
$5.82K ﹤0.01%
+59
743
$5.79K ﹤0.01%
+75
744
$5.79K ﹤0.01%
136
+36
745
$5.73K ﹤0.01%
529
746
$5.71K ﹤0.01%
248
747
$5.68K ﹤0.01%
155
748
$5.67K ﹤0.01%
531
749
$5.59K ﹤0.01%
100
-7
750
$5.55K ﹤0.01%
1,000
28 29
30
31 32