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
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
AGI icon
801
Alamos Gold
AGI
$15.6B
$6.41K ﹤0.01%
184
SCHZ icon
802
Schwab US Aggregate Bond ETF
SCHZ
$9.33B
$6.4K ﹤0.01%
273
+3
SCHF icon
803
Schwab International Equity ETF
SCHF
$53.2B
$6.38K ﹤0.01%
274
LNC icon
804
Lincoln National
LNC
$7.76B
$6.37K ﹤0.01%
158
CPRT icon
805
Copart
CPRT
$37.9B
$6.3K ﹤0.01%
140
BITB icon
806
Bitwise Bitcoin ETF
BITB
$3.28B
$6.22K ﹤0.01%
100
SMG icon
807
ScottsMiracle-Gro
SMG
$3.31B
$6.16K ﹤0.01%
108
BX icon
808
Blackstone
BX
$113B
$6.15K ﹤0.01%
36
ISRG icon
809
Intuitive Surgical
ISRG
$201B
$6.08K ﹤0.01%
14
FDS icon
810
Factset
FDS
$10.4B
$6.04K ﹤0.01%
21
DYNF icon
811
BlackRock US Equity Factor Rotation ETF
DYNF
$29.8B
$6.04K ﹤0.01%
102
FUN icon
812
Cedar Fair
FUN
$1.51B
$6.02K ﹤0.01%
265
PFX icon
813
PhenixFIN
PFX
$85.7M
$6K ﹤0.01%
126
CACI icon
814
CACI
CACI
$13.5B
$5.99K ﹤0.01%
12
AMSC icon
815
American Superconductor
AMSC
$1.35B
$5.94K ﹤0.01%
100
IDNA icon
816
iShares Genomics Immunology and Healthcare ETF
IDNA
$130M
$5.86K ﹤0.01%
248
TXN icon
817
Texas Instruments
TXN
$153B
$5.84K ﹤0.01%
32
CHDN icon
818
Churchill Downs
CHDN
$7.73B
$5.82K ﹤0.01%
+60
INDI icon
819
indie Semiconductor
INDI
$705M
$5.8K ﹤0.01%
1,425
EEMV icon
820
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.79B
$5.75K ﹤0.01%
90
ECG
821
Everus Construction Group
ECG
$4.63B
$5.75K ﹤0.01%
67
PUI icon
822
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$52.6M
$5.74K ﹤0.01%
125
F.PRB icon
823
Ford Motor Co 6.20% Notes due June 1 2059
F.PRB
$630M
$5.71K ﹤0.01%
+255
LULU icon
824
lululemon athletica
LULU
$21.6B
$5.69K ﹤0.01%
32
RPG icon
825
Invesco S&P 500 Pure Growth ETF
RPG
$1.55B
$5.68K ﹤0.01%
119