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 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
PFG icon
901
Principal Financial Group
PFG
$19.8B
$3.65K ﹤0.01%
44
SCHC icon
902
Schwab International Small-Cap Equity ETF
SCHC
$5.24B
$3.64K ﹤0.01%
80
SIRI icon
903
SiriusXM
SIRI
$6.82B
$3.64K ﹤0.01%
156
+1
DBEF icon
904
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.55B
$3.57K ﹤0.01%
77
SPAB icon
905
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.12B
$3.57K ﹤0.01%
138
CRPT icon
906
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$136M
$3.56K ﹤0.01%
160
EPP icon
907
iShares MSCI Pacific ex Japan ETF
EPP
$1.87B
$3.56K ﹤0.01%
69
GIL icon
908
Gildan
GIL
$11.6B
$3.53K ﹤0.01%
61
HI icon
909
Hillenbrand
HI
$2.24B
$3.5K ﹤0.01%
129
+1
FDWM
910
DELISTED
Fidelity Women's Leadership ETF
FDWM
$3.46K ﹤0.01%
+134
GOVT icon
911
iShares US Treasury Bond ETF
GOVT
$33.7B
$3.42K ﹤0.01%
148
ALB icon
912
Albemarle
ALB
$19.4B
$3.4K ﹤0.01%
42
PYLD icon
913
PIMCO Multi Sector Bond Active ETF
PYLD
$10.5B
$3.38K ﹤0.01%
+126
MRP
914
Millrose Properties Inc
MRP
$5.09B
$3.36K ﹤0.01%
100
MP icon
915
MP Materials
MP
$12.3B
$3.35K ﹤0.01%
50
WGO icon
916
Winnebago Industries
WGO
$1.33B
$3.34K ﹤0.01%
100
AWAY icon
917
Amplify Travel Tech ETF
AWAY
$32.3M
$3.34K ﹤0.01%
150
VCSH icon
918
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$3.33K ﹤0.01%
42
+1
WFH
919
DELISTED
Direxion Work From Home ETF
WFH
$3.28K ﹤0.01%
46
CUBE icon
920
CubeSmart
CUBE
$8.99B
$3.25K ﹤0.01%
80
QQQE icon
921
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$3.25K ﹤0.01%
32
MRSH
922
Marsh
MRSH
$89.4B
$3.22K ﹤0.01%
16
CIVI icon
923
Civitas Resources
CIVI
$2.25B
$3.22K ﹤0.01%
99
IDXX icon
924
Idexx Laboratories
IDXX
$57.2B
$3.19K ﹤0.01%
5
BOX icon
925
Box
BOX
$3.78B
$3.07K ﹤0.01%
95