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
876
$2.17K ﹤0.01%
16
877
$2.16K ﹤0.01%
30
878
$2.13K ﹤0.01%
93
879
$2.13K ﹤0.01%
300
880
$2.12K ﹤0.01%
20
-4
881
$2.12K ﹤0.01%
28
882
$2.1K ﹤0.01%
50
-10
883
$2.06K ﹤0.01%
13
-2
884
$2.02K ﹤0.01%
30
885
$2.02K ﹤0.01%
61
886
$1.98K ﹤0.01%
10
887
$1.93K ﹤0.01%
+7
888
$1.9K ﹤0.01%
114
889
$1.89K ﹤0.01%
26
890
$1.83K ﹤0.01%
+35
891
$1.83K ﹤0.01%
350
892
$1.81K ﹤0.01%
+25
893
$1.8K ﹤0.01%
37
894
$1.76K ﹤0.01%
61
895
$1.76K ﹤0.01%
200
896
$1.74K ﹤0.01%
40
897
$1.72K ﹤0.01%
113
+3
898
$1.72K ﹤0.01%
108
+2
899
$1.7K ﹤0.01%
11
900
$1.69K ﹤0.01%
23
34 35
36
37 38