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
826
$3.08K ﹤0.01%
+65
827
$3.04K ﹤0.01%
23
828
$3.01K ﹤0.01%
13
-2
829
$2.94K ﹤0.01%
38
+20
830
$2.92K ﹤0.01%
150
831
$2.88K ﹤0.01%
73
-63
832
$2.87K ﹤0.01%
53
-10
833
$2.85K ﹤0.01%
20
834
$2.84K ﹤0.01%
2
835
$2.81K ﹤0.01%
1,399
836
$2.81K ﹤0.01%
69
+1
837
$2.77K ﹤0.01%
5
838
$2.74K ﹤0.01%
100
839
$2.72K ﹤0.01%
7
840
$2.71K ﹤0.01%
200
841
$2.71K ﹤0.01%
35
842
$2.7K ﹤0.01%
62
843
$2.69K ﹤0.01%
77
844
$2.68K ﹤0.01%
+11
845
$2.68K ﹤0.01%
32
846
$2.67K ﹤0.01%
32
847
$2.62K ﹤0.01%
53
848
$2.58K ﹤0.01%
500
849
$2.54K ﹤0.01%
127
850
$2.53K ﹤0.01%
60
32 33
34
35 36