AIC
Archer Investment Corporation Portfolio holdings
AUM $419M
1-Year Return
14.14%
This Quarter Return
-0.51%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
–
AUM
$386M
AUM Growth
+$11M
(+2.9%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
31.75%
Holding
1,236
New
87
Increased
246
Reduced
159
Closed
78
Top Buys
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$1.03M |
| 2 |
Procter & Gamble
PG
|
+$519K |
| 3 |
Meta Platforms (Facebook)
META
|
+$457K |
| 4 |
Visa
V
|
+$436K |
| 5 |
FT Vest US Equity Moderate Buffer ETF November
GNOV
|
+$410K |
Sector Composition
| 1 | Technology | 6.91% |
| 2 | Healthcare | 5.79% |
| 3 | Financials | 4.79% |
| 4 | Industrials | 4.36% |
| 5 | Consumer Staples | 3.22% |
