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
OBDC icon
851
Blue Owl Capital
OBDC
$6.77B
$5.2K ﹤0.01%
407
+1
HUM icon
852
Humana
HUM
$29.1B
$5.2K ﹤0.01%
20
USHY icon
853
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$5.18K ﹤0.01%
137
NIO icon
854
NIO
NIO
$13B
$5.16K ﹤0.01%
677
+50
KNF icon
855
Knife River
KNF
$4.18B
$5.15K ﹤0.01%
67
VCR icon
856
Vanguard Consumer Discretionary ETF
VCR
$6.32B
$5.15K ﹤0.01%
13
QTUM icon
857
Defiance Quantum ETF
QTUM
$2.96B
$5.14K ﹤0.01%
+49
IQV icon
858
IQVIA
IQV
$38.9B
$5.13K ﹤0.01%
27
WOMN icon
859
Impact Shares Womens Empowerment ETF Trading
WOMN
$64.4M
$5.08K ﹤0.01%
+125
WLKP icon
860
Westlake Chemical Partners
WLKP
$663M
$4.93K ﹤0.01%
235
ICF icon
861
iShares Select U.S. REIT ETF
ICF
$1.89B
$4.93K ﹤0.01%
80
HPE icon
862
Hewlett Packard
HPE
$28.9B
$4.91K ﹤0.01%
200
DGT icon
863
State Street SPDR Global Dow ETF
DGT
$475M
$4.85K ﹤0.01%
+30
ABTC
864
American Bitcoin Corp
ABTC
$3.32B
$4.85K ﹤0.01%
+720
TCMD icon
865
Tactile Systems Technology
TCMD
$556M
$4.84K ﹤0.01%
350
SE icon
866
Sea Limited
SE
$80.1B
$4.83K ﹤0.01%
27
DRI icon
867
Darden Restaurants
DRI
$20.2B
$4.83K ﹤0.01%
25
+2
MDU icon
868
MDU Resources
MDU
$4.22B
$4.81K ﹤0.01%
270
CRBN icon
869
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$989M
$4.76K ﹤0.01%
+21
NUE icon
870
Nucor
NUE
$36.8B
$4.74K ﹤0.01%
35
SCHE icon
871
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$4.71K ﹤0.01%
141
NVDL icon
872
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.42B
$4.68K ﹤0.01%
50
TLN
873
Talen Energy Corp
TLN
$17.4B
$4.68K ﹤0.01%
11
IDU icon
874
iShares US Utilities ETF
IDU
$1.88B
$4.59K ﹤0.01%
41
ALNY icon
875
Alnylam Pharmaceuticals
ALNY
$60.1B
$4.56K ﹤0.01%
10