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
$310M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,115
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.78M
3
+$4.49M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.97M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.96M

Top Sells

1
+$6.78M
2
+$4.35M
3
+$3.84M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.44M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.18M

Sector Composition

1 Technology 8.34%
2 Healthcare 7.32%
3 Financials 4.59%
4 Industrials 4.56%
5 Real Estate 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3.95K ﹤0.01%
34
802
$3.93K ﹤0.01%
37
803
$3.92K ﹤0.01%
25
804
$3.88K ﹤0.01%
63
805
$3.86K ﹤0.01%
+10
806
$3.79K ﹤0.01%
100
807
$3.75K ﹤0.01%
142
808
$3.71K ﹤0.01%
80
809
$3.62K ﹤0.01%
200
810
$3.58K ﹤0.01%
28
811
$3.54K ﹤0.01%
152
812
$3.5K ﹤0.01%
415
813
$3.5K ﹤0.01%
111
814
$3.44K ﹤0.01%
77
815
$3.41K ﹤0.01%
14
816
$3.4K ﹤0.01%
200
817
$3.4K ﹤0.01%
137
818
$3.33K ﹤0.01%
63
819
$3.33K ﹤0.01%
64
+12
820
$3.24K ﹤0.01%
54
821
$3.2K ﹤0.01%
40
822
$3.15K ﹤0.01%
152
823
$3.14K ﹤0.01%
+24
824
$3.13K ﹤0.01%
67
825
$3.09K ﹤0.01%
200
31 32
33
34 35