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
826
$2.47K ﹤0.01%
32
827
$2.46K ﹤0.01%
32
828
$2.41K ﹤0.01%
143
829
$2.36K ﹤0.01%
200
-21,115
830
$2.36K ﹤0.01%
40
831
$2.34K ﹤0.01%
+10
832
$2.32K ﹤0.01%
1,000
833
$2.31K ﹤0.01%
+20
834
$2.3K ﹤0.01%
15
835
$2.3K ﹤0.01%
67
836
$2.3K ﹤0.01%
58
837
$2.29K ﹤0.01%
57
+24
838
$2.27K ﹤0.01%
+46
839
$2.26K ﹤0.01%
135
840
$2.23K ﹤0.01%
375
841
$2.21K ﹤0.01%
75
842
$2.2K ﹤0.01%
+130
843
$2.2K ﹤0.01%
+44
844
$2.19K ﹤0.01%
184
845
$2.18K ﹤0.01%
+47
846
$2.16K ﹤0.01%
12,000
+6,000
847
$2.15K ﹤0.01%
+33
848
$2.15K ﹤0.01%
61
849
$2.11K ﹤0.01%
+108
850
$2.1K ﹤0.01%
250
32 33
34
35 36