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
751
$5.53K ﹤0.01%
44
752
$5.52K ﹤0.01%
216
753
$5.4K ﹤0.01%
285
754
$5.32K ﹤0.01%
126
755
$5.28K ﹤0.01%
45
756
$5.25K ﹤0.01%
200
757
$5.24K ﹤0.01%
100
-150
758
$5.23K ﹤0.01%
+128
759
$5.22K ﹤0.01%
40
760
$5.21K ﹤0.01%
19
+3
761
$5.17K ﹤0.01%
2
762
$5.17K ﹤0.01%
350
763
$5.16K ﹤0.01%
110
764
$5.09K ﹤0.01%
400
-1,400
765
$5.09K ﹤0.01%
+235
766
$5.06K ﹤0.01%
68
767
$5.06K ﹤0.01%
404
768
$5.02K ﹤0.01%
+176
769
$5.01K ﹤0.01%
94
770
$5.01K ﹤0.01%
192
771
$5K ﹤0.01%
350
772
$4.97K ﹤0.01%
120
773
$4.91K ﹤0.01%
40
774
$4.88K ﹤0.01%
264
775
$4.88K ﹤0.01%
72
29 30
31
32 33