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
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
Honeywell
HON
+$558K

Sector Composition

1 Technology 8.9%
2 Healthcare 7.54%
3 Industrials 5.1%
4 Financials 4.7%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2.77K ﹤0.01%
85
802
$2.77K ﹤0.01%
62
803
$2.77K ﹤0.01%
+2
804
$2.77K ﹤0.01%
127
+27
805
$2.77K ﹤0.01%
+63
806
$2.75K ﹤0.01%
+50
807
$2.72K ﹤0.01%
+16
808
$2.68K ﹤0.01%
68
+3
809
$2.67K ﹤0.01%
+152
810
$2.62K ﹤0.01%
53
811
$2.61K ﹤0.01%
200
812
$2.6K ﹤0.01%
+77
813
$2.59K ﹤0.01%
+45
814
$2.57K ﹤0.01%
+7
815
$2.56K ﹤0.01%
35
816
$2.56K ﹤0.01%
+150
817
$2.56K ﹤0.01%
97
+1
818
$2.55K ﹤0.01%
52
819
$2.55K ﹤0.01%
+23
820
$2.54K ﹤0.01%
24
821
$2.51K ﹤0.01%
+5
822
$2.51K ﹤0.01%
25
823
$2.5K ﹤0.01%
+1,399
824
$2.49K ﹤0.01%
119
+56
825
$2.48K ﹤0.01%
245
+4
31 32
33
34 35