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
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.74M
3 +$951K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$804K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$669K

Top Sells

1 +$1.52M
2 +$532K
3 +$513K
4
MDT icon
Medtronic
MDT
+$432K
5
PSX icon
Phillips 66
PSX
+$414K

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
MCO icon
726
Moody's
MCO
$86.5B
$8.53K ﹤0.01%
17
FINX icon
727
Global X FinTech ETF
FINX
$286M
$8.49K ﹤0.01%
248
XLE icon
728
Energy Select Sector SPDR Fund
XLE
$27.1B
$8.44K ﹤0.01%
99
CTVA icon
729
Corteva
CTVA
$44.5B
$8.42K ﹤0.01%
113
SCHM icon
730
Schwab US Mid-Cap ETF
SCHM
$13.6B
$8.17K ﹤0.01%
291
-951
PUSH
731
PGIM Ultra Short Municipal Bond ETF
PUSH
$40.3M
$8.12K ﹤0.01%
402
+20
GPK icon
732
Graphic Packaging
GPK
$4.75B
$8.11K ﹤0.01%
385
FUN icon
733
Cedar Fair
FUN
$1.66B
$8.06K ﹤0.01%
265
OUSA icon
734
ALPS O'Shares US Quality Dividend ETF
OUSA
$815M
$7.99K ﹤0.01%
148
EEM icon
735
iShares MSCI Emerging Markets ETF
EEM
$21.1B
$7.96K ﹤0.01%
165
EQIX icon
736
Equinix
EQIX
$81.5B
$7.96K ﹤0.01%
10
MTUM icon
737
iShares MSCI USA Momentum Factor ETF
MTUM
$19.1B
$7.93K ﹤0.01%
33
+8
ESPO icon
738
VanEck Video Gaming and eSports ETF
ESPO
$462M
$7.92K ﹤0.01%
72
EQT icon
739
EQT Corp
EQT
$36.6B
$7.84K ﹤0.01%
134
IMCV icon
740
iShares Morningstar Mid-Cap Value ETF
IMCV
$845M
$7.83K ﹤0.01%
103
+20
JQUA icon
741
JPMorgan US Quality Factor ETF
JQUA
$7.73B
$7.81K ﹤0.01%
130
+35
MOAT icon
742
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$7.79K ﹤0.01%
83
QYLD icon
743
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.47B
$7.78K ﹤0.01%
465
TTWO icon
744
Take-Two Interactive
TTWO
$43.1B
$7.77K ﹤0.01%
32
TYL icon
745
Tyler Technologies
TYL
$20B
$7.71K ﹤0.01%
13
USAC icon
746
USA Compression Partners
USAC
$2.91B
$7.71K ﹤0.01%
317
GSK icon
747
GSK
GSK
$94.8B
$7.68K ﹤0.01%
200
LULU icon
748
lululemon athletica
LULU
$20.2B
$7.6K ﹤0.01%
32
DEO icon
749
Diageo
DEO
$53.1B
$7.56K ﹤0.01%
75
MER.PRK
750
Bank of America Income Capital Obligation Notes due December 15 2066
MER.PRK
$1.08B
$7.54K ﹤0.01%
300