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
851
$2.52K ﹤0.01%
135
852
$2.51K ﹤0.01%
46
853
$2.49K ﹤0.01%
254
+5
854
$2.48K ﹤0.01%
10
855
$2.48K ﹤0.01%
184
856
$2.45K ﹤0.01%
45
857
$2.43K ﹤0.01%
95
858
$2.43K ﹤0.01%
57
859
$2.41K ﹤0.01%
44
860
$2.4K ﹤0.01%
58
861
$2.39K ﹤0.01%
67
862
$2.38K ﹤0.01%
18
863
$2.36K ﹤0.01%
25
864
$2.35K ﹤0.01%
100
865
$2.31K ﹤0.01%
82
-16
866
$2.31K ﹤0.01%
81
+18
867
$2.31K ﹤0.01%
143
868
$2.27K ﹤0.01%
75
869
$2.26K ﹤0.01%
33
870
$2.26K ﹤0.01%
+5
871
$2.24K ﹤0.01%
108
872
$2.23K ﹤0.01%
454
873
$2.22K ﹤0.01%
61
874
$2.2K ﹤0.01%
55
875
$2.18K ﹤0.01%
34
33 34
35
36 37