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
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
Honeywell
HON
+$558K

Sector Composition

1 Technology 8.9%
2 Healthcare 7.54%
3 Industrials 5.1%
4 Financials 4.7%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$946 ﹤0.01%
36
902
$939 ﹤0.01%
2
903
$912 ﹤0.01%
20
904
$911 ﹤0.01%
8
-3,400
905
$906 ﹤0.01%
+11
906
$893 ﹤0.01%
190
907
$888 ﹤0.01%
94
908
$877 ﹤0.01%
8
-3
909
$819 ﹤0.01%
25
910
$817 ﹤0.01%
31
+1
911
$811 ﹤0.01%
21
912
$811 ﹤0.01%
35
+4
913
$788 ﹤0.01%
7
914
$776 ﹤0.01%
10
915
$774 ﹤0.01%
+11
916
$763 ﹤0.01%
95
917
$761 ﹤0.01%
9
918
$758 ﹤0.01%
2
919
$757 ﹤0.01%
37
920
$725 ﹤0.01%
125
921
$708 ﹤0.01%
+12
922
$696 ﹤0.01%
16
923
$686 ﹤0.01%
+40
924
$670 ﹤0.01%
4
925
$667 ﹤0.01%
100
35 36
37
38 39