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 Inc
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
CMG icon
801
Chipotle Mexican Grill
CMG
$52.8B
$6.51K ﹤0.01%
166
-50
AGI icon
802
Alamos Gold
AGI
$16.3B
$6.41K ﹤0.01%
184
SCHZ icon
803
Schwab US Aggregate Bond ETF
SCHZ
$9.59B
$6.4K ﹤0.01%
273
+3
SCHF icon
804
Schwab International Equity ETF
SCHF
$57.8B
$6.38K ﹤0.01%
274
LNC icon
805
Lincoln National
LNC
$7.77B
$6.37K ﹤0.01%
158
CPRT icon
806
Copart
CPRT
$39.7B
$6.3K ﹤0.01%
140
BITB icon
807
Bitwise Bitcoin ETF
BITB
$3.67B
$6.22K ﹤0.01%
100
SMG icon
808
ScottsMiracle-Gro
SMG
$3.69B
$6.16K ﹤0.01%
108
BX icon
809
Blackstone
BX
$126B
$6.15K ﹤0.01%
36
ISRG icon
810
Intuitive Surgical
ISRG
$190B
$6.08K ﹤0.01%
14
FDS icon
811
Factset
FDS
$10.7B
$6.04K ﹤0.01%
21
DYNF icon
812
BlackRock US Equity Factor Rotation ETF
DYNF
$31.3B
$6.04K ﹤0.01%
102
FUN icon
813
Cedar Fair
FUN
$1.68B
$6.02K ﹤0.01%
265
PFX icon
814
PhenixFIN
PFX
$87.5M
$6K ﹤0.01%
126
CACI icon
815
CACI
CACI
$14B
$5.99K ﹤0.01%
12
AMSC icon
816
American Superconductor
AMSC
$1.53B
$5.94K ﹤0.01%
100
IDNA icon
817
iShares Genomics Immunology and Healthcare ETF
IDNA
$142M
$5.86K ﹤0.01%
248
TXN icon
818
Texas Instruments
TXN
$174B
$5.84K ﹤0.01%
32
CHDN icon
819
Churchill Downs
CHDN
$7.45B
$5.82K ﹤0.01%
+60
INDI icon
820
indie Semiconductor
INDI
$867M
$5.8K ﹤0.01%
1,425
EEMV icon
821
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.9B
$5.75K ﹤0.01%
90
ECG
822
Everus Construction Group
ECG
$4.72B
$5.75K ﹤0.01%
67
PUI icon
823
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$49.1M
$5.74K ﹤0.01%
125
F.PRB icon
824
Ford Motor Co 6.20% Notes due June 1 2059
F.PRB
$659M
$5.71K ﹤0.01%
+255
LULU icon
825
lululemon athletica
LULU
$23.7B
$5.69K ﹤0.01%
32