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
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$4.48M
3 +$4.19M
4
WMT icon
Walmart
WMT
+$766K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$643K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.62%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TTWO icon
751
Take-Two Interactive
TTWO
$46.1B
$8.27K ﹤0.01%
32
MOAT icon
752
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
$8.23K ﹤0.01%
83
SONY icon
753
Sony
SONY
$172B
$8.21K ﹤0.01%
285
JQUA icon
754
JPMorgan US Quality Factor ETF
JQUA
$7.38B
$8.18K ﹤0.01%
130
HLN icon
755
Haleon
HLN
$43.6B
$7.99K ﹤0.01%
890
+3
QYLD icon
756
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.04B
$7.91K ﹤0.01%
465
FNDA icon
757
Schwab Fundamental US Small Company Index ETF
FNDA
$8.96B
$7.89K ﹤0.01%
253
+1
SPYG icon
758
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
$7.84K ﹤0.01%
75
+14
EQIX icon
759
Equinix
EQIX
$72B
$7.83K ﹤0.01%
10
TLT icon
760
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$7.78K ﹤0.01%
87
+8
MER.PRK
761
Bank of America Income Capital Obligation Notes due December 15 2066
MER.PRK
$1.09B
$7.67K ﹤0.01%
300
VTRS icon
762
Viatris
VTRS
$12.3B
$7.67K ﹤0.01%
774
HUYA
763
Huya Inc
HUYA
$628M
$7.66K ﹤0.01%
2,302
+873
LMND icon
764
Lemonade
LMND
$5.63B
$7.66K ﹤0.01%
143
CTVA icon
765
Corteva
CTVA
$45B
$7.64K ﹤0.01%
113
USAC icon
766
USA Compression Partners
USAC
$3.1B
$7.61K ﹤0.01%
317
J icon
767
Jacobs Solutions
J
$15.8B
$7.59K ﹤0.01%
51
GPK icon
768
Graphic Packaging
GPK
$4.84B
$7.53K ﹤0.01%
385
ALC icon
769
Alcon
ALC
$38.4B
$7.53K ﹤0.01%
101
SOBO
770
South Bow Corp
SOBO
$5.75B
$7.5K ﹤0.01%
265
WTRG icon
771
Essential Utilities
WTRG
$11.1B
$7.49K ﹤0.01%
188
-6,496
BBAX icon
772
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.47B
$7.45K ﹤0.01%
132
AEM icon
773
Agnico Eagle Mines
AEM
$86.4B
$7.42K ﹤0.01%
44
EQT icon
774
EQT Corp
EQT
$37.8B
$7.32K ﹤0.01%
135
+1
OND icon
775
ProShares On-Demand ETF
OND
$6.33M
$7.32K ﹤0.01%
+152