AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
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 +$11.4M
2 +$4.35M
3 +$3.98M
4
WMT icon
Walmart Inc
WMT
+$740K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.64%
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
$36.7B
$8.27K ﹤0.01%
32
MOAT icon
752
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$8.23K ﹤0.01%
83
SONY icon
753
Sony
SONY
$125B
$8.21K ﹤0.01%
285
JQUA icon
754
JPMorgan US Quality Factor ETF
JQUA
$6.85B
$8.18K ﹤0.01%
130
HLN icon
755
Haleon
HLN
$44.5B
$7.99K ﹤0.01%
890
+3
QYLD icon
756
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.12B
$7.91K ﹤0.01%
465
FNDA icon
757
Schwab Fundamental US Small Company Index ETF
FNDA
$9.34B
$7.89K ﹤0.01%
253
+1
BITW
758
Bitwise 10 Crypto Index ETF
BITW
$909M
$7.88K ﹤0.01%
100
SPYG icon
759
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.2B
$7.84K ﹤0.01%
75
+14
EQIX icon
760
Equinix
EQIX
$97.9B
$7.83K ﹤0.01%
10
TLT icon
761
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
$7.78K ﹤0.01%
87
+8
MER.PRK
762
Bank of America Income Capital Obligation Notes due December 15 2066
MER.PRK
$1.07B
$7.67K ﹤0.01%
300
VTRS icon
763
Viatris
VTRS
$15.7B
$7.67K ﹤0.01%
774
HUYA
764
Huya Inc
HUYA
$762M
$7.66K ﹤0.01%
2,302
+873
LMND icon
765
Lemonade
LMND
$4.66B
$7.66K ﹤0.01%
143
CTVA icon
766
Corteva
CTVA
$56.3B
$7.64K ﹤0.01%
113
USAC icon
767
USA Compression Partners
USAC
$4.01B
$7.61K ﹤0.01%
317
J icon
768
Jacobs Solutions
J
$15.1B
$7.59K ﹤0.01%
51
GPK icon
769
Graphic Packaging
GPK
$2.84B
$7.53K ﹤0.01%
385
ALC icon
770
Alcon
ALC
$36.8B
$7.53K ﹤0.01%
101
SOBO
771
South Bow Corp
SOBO
$6.76B
$7.5K ﹤0.01%
265
WTRG icon
772
Essential Utilities
WTRG
$11.5B
$7.49K ﹤0.01%
188
-6,496
BBAX icon
773
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.18B
$7.45K ﹤0.01%
132
AEM icon
774
Agnico Eagle Mines
AEM
$105B
$7.42K ﹤0.01%
44
OND icon
775
ProShares On-Demand ETF
OND
$4.18M
$7.32K ﹤0.01%
+152