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
H icon
826
Hyatt Hotels
H
$15.3B
$5.68K ﹤0.01%
40
HEFA icon
827
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.56B
$5.66K ﹤0.01%
143
ARM icon
828
Arm
ARM
$143B
$5.66K ﹤0.01%
40
-58
HSBC icon
829
HSBC
HSBC
$245B
$5.65K ﹤0.01%
80
+1
AGZ icon
830
iShares Agency Bond ETF
AGZ
$573M
$5.65K ﹤0.01%
51
RFV icon
831
Invesco S&P MidCap 400 Pure Value ETF
RFV
$293M
$5.64K ﹤0.01%
44
EBAY icon
832
eBay
EBAY
$37.4B
$5.64K ﹤0.01%
62
JBHT icon
833
JB Hunt Transport Services
JBHT
$17.1B
$5.63K ﹤0.01%
42
NOV icon
834
NOV
NOV
$5.63B
$5.63K ﹤0.01%
425
GWX icon
835
SPDR S&P International Small Cap ETF
GWX
$779M
$5.63K ﹤0.01%
140
SHYL icon
836
Xtrackers Short Duration High Yield Bond ETF
SHYL
$243M
$5.59K ﹤0.01%
123
VGLT icon
837
Vanguard Long-Term Treasury ETF
VGLT
$9.84B
$5.57K ﹤0.01%
98
IGF icon
838
iShares Global Infrastructure ETF
IGF
$8.9B
$5.56K ﹤0.01%
91
FNDC icon
839
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$5.56K ﹤0.01%
125
KBE icon
840
State Street SPDR S&P Bank ETF
KBE
$1.39B
$5.54K ﹤0.01%
93
WST icon
841
West Pharmaceutical
WST
$19.7B
$5.52K ﹤0.01%
21
FSLR icon
842
First Solar
FSLR
$28.3B
$5.51K ﹤0.01%
25
STE icon
843
Steris
STE
$25.8B
$5.47K ﹤0.01%
22
EWL icon
844
iShares MSCI Switzerland ETF
EWL
$1.44B
$5.4K ﹤0.01%
98
ESP icon
845
Espey Mfg & Electronics Corp
ESP
$114M
$5.35K ﹤0.01%
135
CVE icon
846
Cenovus Energy
CVE
$33.7B
$5.33K ﹤0.01%
314
S icon
847
SentinelOne
S
$5.39B
$5.28K ﹤0.01%
300
SMCI icon
848
Super Micro Computer
SMCI
$19.9B
$5.27K ﹤0.01%
110
JMIA
849
Jumia Technologies
JMIA
$1.5B
$5.22K ﹤0.01%
450
JCI icon
850
Johnson Controls International
JCI
$70.2B
$5.21K ﹤0.01%
47