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
BITW
776
BITWISE 10 CRYPTO IDX UT
BITW
$1.3B
$6.58K ﹤0.01%
+100
TXN icon
777
Texas Instruments
TXN
$174B
$6.55K ﹤0.01%
32
+1
DFIV icon
778
Dimensional International Value ETF
DFIV
$16.5B
$6.55K ﹤0.01%
153
IJT icon
779
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.72B
$6.47K ﹤0.01%
49
TMFC icon
780
Motley Fool 100 Index ETF
TMFC
$1.94B
$6.45K ﹤0.01%
+100
XYZ
781
Block Inc
XYZ
$39.7B
$6.38K ﹤0.01%
94
-3
PFX icon
782
PhenixFIN
PFX
$86.6M
$6.38K ﹤0.01%
126
PCY icon
783
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$6.29K ﹤0.01%
308
SCHZ icon
784
Schwab US Aggregate Bond ETF
SCHZ
$9.6B
$6.28K ﹤0.01%
270
-835
LMND icon
785
Lemonade
LMND
$6B
$6.26K ﹤0.01%
143
VOX icon
786
Vanguard Communication Services ETF
VOX
$6.25B
$6.21K ﹤0.01%
36
ESP icon
787
Espey Mfg & Electronics Corp
ESP
$159M
$6.17K ﹤0.01%
135
ALAB icon
788
Astera Labs
ALAB
$31.5B
$6.15K ﹤0.01%
68
STIP icon
789
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$6.07K ﹤0.01%
59
SCHF icon
790
Schwab International Equity ETF
SCHF
$57.7B
$6.06K ﹤0.01%
274
+2
JBHT icon
791
JB Hunt Transport Services
JBHT
$19.6B
$6.03K ﹤0.01%
42
OKLO
792
Oklo
OKLO
$14.7B
$5.88K ﹤0.01%
+105
BITB icon
793
Bitwise Bitcoin ETF
BITB
$3.64B
$5.86K ﹤0.01%
+100
OBDC icon
794
Blue Owl Capital
OBDC
$6.42B
$5.82K ﹤0.01%
406
+2
SPYG icon
795
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$5.82K ﹤0.01%
+61
RMD icon
796
ResMed
RMD
$37.9B
$5.73K ﹤0.01%
22
-1,135
RUN icon
797
Sunrun
RUN
$4.3B
$5.73K ﹤0.01%
700
CHTR icon
798
Charter Communications
CHTR
$24.4B
$5.72K ﹤0.01%
14
CACI icon
799
CACI
CACI
$13.9B
$5.72K ﹤0.01%
12
EEMV icon
800
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.9B
$5.65K ﹤0.01%
90
30 31
32
33 34