AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 16.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.9%
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 Inc
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
JCI icon
851
Johnson Controls International
JCI
$85.8B
$5.21K ﹤0.01%
47
OBDC icon
852
Blue Owl Capital
OBDC
$6.02B
$5.2K ﹤0.01%
407
+1
HUM icon
853
Humana
HUM
$21.4B
$5.2K ﹤0.01%
20
USHY icon
854
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.9B
$5.18K ﹤0.01%
137
NIO icon
855
NIO
NIO
$12.4B
$5.16K ﹤0.01%
677
+50
KNF icon
856
Knife River
KNF
$4.51B
$5.15K ﹤0.01%
67
VCR icon
857
Vanguard Consumer Discretionary ETF
VCR
$6.19B
$5.15K ﹤0.01%
13
QTUM icon
858
Defiance Quantum ETF
QTUM
$3.73B
$5.14K ﹤0.01%
+49
IQV icon
859
IQVIA
IQV
$30.2B
$5.13K ﹤0.01%
27
WOMN icon
860
Impact Shares Womens Empowerment ETF Trading
WOMN
$67.2M
$5.08K ﹤0.01%
+125
WLKP icon
861
Westlake Chemical Partners
WLKP
$756M
$4.93K ﹤0.01%
235
ICF icon
862
iShares Select U.S. REIT ETF
ICF
$2.05B
$4.93K ﹤0.01%
80
HPE icon
863
Hewlett Packard
HPE
$31.5B
$4.91K ﹤0.01%
200
DGT icon
864
State Street SPDR Global Dow ETF
DGT
$542M
$4.85K ﹤0.01%
+30
ABTC
865
American Bitcoin Corp
ABTC
$1.09B
$4.85K ﹤0.01%
+720
TCMD icon
866
Tactile Systems Technology
TCMD
$600M
$4.84K ﹤0.01%
350
SE icon
867
Sea Limited
SE
$67.3B
$4.83K ﹤0.01%
27
DRI icon
868
Darden Restaurants
DRI
$24.2B
$4.83K ﹤0.01%
25
+2
MDU icon
869
MDU Resources
MDU
$4.43B
$4.81K ﹤0.01%
270
CRBN icon
870
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.04B
$4.76K ﹤0.01%
+21
NUE icon
871
Nucor
NUE
$44.8B
$4.74K ﹤0.01%
35
SCHE icon
872
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$4.71K ﹤0.01%
141
NVDL icon
873
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.15B
$4.68K ﹤0.01%
50
TLN
874
Talen Energy Corp
TLN
$16B
$4.68K ﹤0.01%
11
IDU icon
875
iShares US Utilities ETF
IDU
$1.38B
$4.59K ﹤0.01%
41